Financial Planner Tulsa | Benevolent Planning
This content was written for First State Investment Advisors.
You can be put in contact with an experienced financial planner Tulsa when calling First State Investment Advisors at (918) 492-1361 or going to its website at www.firststate-ok.com. The Firm as been making investment decision for clients in both the stock and bond markets for more than 45 years. Investors that need exceptional financial planning are able to take advantage of its advisors when scheduling an appointment with a customer service representative. First State’s expertise is formulating a long range investment plan to meet its client’s needs after an exhaustive evaluation of their current financial situation so get in touch with the First State Investment Advisors today.
The head of research at First State Investment Advisors is a well-qualified Chartered Financial Analyst who constantly maintains current financial information used to evaluate a wide range of stocks using various predictable methods. A select group of high quality stocks is then chosen to be included on a “Gold Chip” list of high quality stocks. Chosen from this list are stocks deemed suitable for client accounts in order to develop a diversified portfolio with lower volatility and provide a reasonable rate of total return. First State provides clients with in depth stocks reports for those in their portfolio if requested.
First State Investment Advisors takes pride in the personal touch received from this financial planner Tulsa and its customer service staff clients. Forming the basis of this is the meaningful time spent with clients when they come to the office in order to develop reasonable expectations for their financial planning. The customer service department is also alway available to answer any questions clients may have. Now is the best time for you to contact the First State at (918) 492-1361 or going to its website at www.firststate-ok.com.
In addition to individual investors, First State Investment Advisors can meet the needs of business owners. First State can make recommendations concerning the operations of a business in order to improve profitability and positive cash flow. The Firm’s financial planners can also suggest ways business owners can improve employee loyalty, morale and retention with retirement benefit plans. These can include the formation of Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401k Plans. An unbiased assessment of assets in plans already established can be completed and ways to improve their performance can be proposed.
Making sound financial decisions is a priority at First State Investment Advisor in order to improve the outlook for its clients future. The money managers at this financial planner Tulsa can help investment portfolios grow for both individuals and businesses alike at a reasonable rate of total return. The recommendations made by First State can also provide a path to financial security. Call the Firm today at (918) 492-1361 or go to their website www.firststate.com and schedule an appointment.