Financial Planner Tulsa | Benevolent Planning

This content was written for First State Investment Advisors.

Serious investors who need a competent financial planner Tulsa should contact First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361. A comprehensive investment strategy can be recommended by First State’s investment professionals after a careful evaluation of your current portfolio. They have over 45 years of experience in both stock and bond markets as well as other investment vehicles. In addition to expert financial advice, you will also receive first class customer service. Now is the time to schedule your appointment with a customer service representative.

The research department at First State Investment Advisors has developed a system of predictable economic methods in order to project future stock prices. This system is unlike any available in Tulsa. The research is supervised by a Chartered Financial Analysis who uses up to the minute financial data collected on a large universe of high quality stocks. From this universe a diversified “Gold Chip” list of stocks is selected that is used as investments in First State’s clients portfolio. This reduces price volatility and produces above average asset growth. The outlook for your future financial can be improved when making an appointment with First State.

The professional money managers at First State Investment Advisors primary aim is to provide advice for attaining the long range financial goals for their clients. After scheduling an appointment at First State, they suggest to their financial planner Tulsa clients planning to meet future financial needs after a review of their current investment assets. The client’s best interest is always considered at the Firm as the goal is to attain a reasonable rate of return on investment. Call First State at (918) 492-1361 or go to the website www.firststate.ok.com to begin the process today.

First State Investment Advisors also works with business owners as well as individual investors. Money managers can give advice in building employee retirement benefits such as Pension Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs. Investment advisors at First State will also be glad to evaluate and manage employee benefit plans that may already be in place. The Firm can also recommend ways a business owner can increase positive cash flow by improving his operations. Go to First State Investment Advisor’s website at www.firststate-ok.com or call (918) 492-1361 to schedule an appointment.

Have you been searching for a financial planner Tulsa to professional manage your current portfolio of financial assets? First State Investment Advisors is there to meet your needs. First State can be reached at (918) 492-1361 and a customer representative can schedule your appointment or you can go to the website www.firststate-ok.com. First State’s money managers are confident that they can help anyone with a portfolio of any size to attain their goal of financial security. By contacting First State investment Advisors today, you can start to experience their personal touch.