Financial Planner Tulsa | Bold Planning
This content was written for First State Investment Advisors.
The financial planner Tulsa you should call for competent investment advice is First State Investment Advisors at (918) 492-1361 or you can find the Firm’s website at www.firststate-ok.com. Financial planning professionals at First State will use their over 45 years of experience in the stock and bond markets to evaluate your current financial situation and propose a strategic plan to meet your future financial needs. Speak with a knowledgeable customer service representative and set up a confidential appointment.
First State Investment Advisors is uncommon in that is has developed extensive research capabilities in evaluating a great range of high quality stocks. The research, which has been developed and is maintained by a Chartered Financial Analyst, uses multiple economic indicators to maximize portfolio diversification and project future stock prices. A list of “Gold Chip” stocks is then selected for their suitability to be included in client portfolios. The list also ameliorates investment risk while providing opportunity for above average total return on investments. A sample of an extensive report for each stock on the selected list is available, on request, when calling First State for an appointment.
If you are looking for a financial planner Tulsa for the highest level of customer service, go to First State Investment Advisors website www.firststate-ok.com or call (918) 492-1361. The Firm’s personnel are trained extensively in providing straightforward answers to any questions clients may have about their investments. They also strive to make any interactions with clients a pleasant experience. Schedule appointment and discover the personal touch you receive at First State.
Not only individual clients are catered to at First State Investment Advisors but business owners as well. First State can give them advice in providing tax deferred investment opportunities for employees by initiating employee retirement plans such as SIMPLE IRAs, 401k Plans, Pension Plans and Simplified Employee Pension Plans. These can lead to employee retention, morale and loyalty to a business owner. If a business already has an employee retirement plan in place, First State Investment Advisors can evaluate and manage its investments. The Firm is also able to suggest ways to improve business operation efficiencies for increased profits and positive cash flows.
Have you been needing a financial planner Tulsa to manage your portfolio of financial assets? Look no further than First State Investment Advisors no matter the size of your portfolio. Calling a customer service representative at (918) 492-1361 or going to the website www.firststate-ok.com to schedule an appointment can be in your best interests. First State’s goal is to provide your long term financial security as well as first class customer care to bring peace of mind.