Financial Planner Tulsa | Beneficial Planning
This content was written for First State Investment Advisors.
Anyone with investment assets and searching for exceptional money management should consider First State Investment Advisors. This financial planner Tulsa can complete a comprehensive evaluation of your assets can be scheduled at First State by going to www.firststate-ok.com or calling a customer service representative at (918) 492-1361. The professional money managers at the Company have over 45 years of investment experience in both the stock and bond markets. Call First State Investment Advisors today to prepare for the realization of your financial goals and future well-being.
The stock research department at First State Investment Advisors employs a system in which a variety of predictable methods have been used to predict future stock prices for a wide range of stocks from multiple industries. A Chartered Financial Analyst is constantly maintaining and upgrading this system. From this pool of stocks a list of “Gold Chip” high quality securities are chosen for their suitability for client portfolio investment. This diversified list produces lower volatility and above average rate of total return when included in client portfolios. First State’s clients can request an exhaustive stock report on any of their portfolio positions.
For those who call First State Investment Advisor at (918) 492-1361 or go to website www.firststate-ok.com to schedule a thorough financial evaluation, the Company’s financial planners will advise clients on ways to meet their long term investment goals. This investment strategy uses large cap high quality stocks suitable for meeting the client’s goals with a reasonable rate of return with reduced volatility. Wouldn’t you like to feel comfortable with a financial planner Tulsa who always keeps your best interests in mind? A customer service representative is always available to answer any questions you might have.
First State Investment Advisors can give exceptional advice to not only the individual investor by can provide it to business owners as well. The formation of employee retirement plans for a business is one aspect in which First State can be of assistance. These benefit plans such as a 401K Plan, Pension Plan, Simplified Employee Pension Plan and SIMPLE IRAs can lead to improved employee loyalty, morale and motivation. The Company’s money managers can also review plans that may already be in place. To improve the financial outlook for the business itself, First State Investment Advisors may suggestions on ways to improve productivity and positive cash flow.
In order to improve your financial situation, you should act now to know that you future needs can be met by contacting First State Investment Advisors. All financial planner Tulsa are not the same and investors can get exceptional money management at First State. A customer service representative can schedule a confidential appointment by calling (918) 492-1361 or going to www.firststate-ok.com. You will feel comfortable with the personal touch you will receive at First State Investment Advisors.