Financial Planner Tulsa | Brilliant Planning
This content was written for First State Investment Advisors.
You can call First State Investment Advisors if you’re looking for a competent and highly respected financial planner Tulsa at (918) 492-1361 or go to its website at www.firststate-ok.com. There you will find professional financial planners to provide an assessment of your current investment portfolio and sound advice on setting up long term financial goals. For over 45 years, First State has offered exceptional customer service and financial advice.
First State Investment Advisors has an extensive stock research department using a series of predictable methods to forecast future stock prices. The research is under the supervision of a Chartered Financial Analyst who continually updates financial information on a wide variety of companies which provides a foundation on making stock market investment decisions. An investment committee then recommends high quality stocks to be included on a “Gold Chip” list which are available for investment in client portfolios. First State keeps an expansive report on stocks included on this list and these are available to clients. You can receive a sample when you schedule your appointment at First State Investment Advisors.
If you are searching for a financial planner Tulsa that will treat you with respect and honesty, connect with First State Investment Advisors at the website www.firststate-ok.com or call (918) 492-1361. The minute you walk in the door you will meet be a financial planner to take the time needed to get to know you and your financial situation. You will also meet other staff that have the main goal to make you association with First State as comfortable as possible.
First State Investment Advisors has a long history in helping business owners in areas such as employee retirement plan investments and operational efficiencies. The Firm has the capability to assess and manage assets in any size of tax exempt retirement plans. First State can also recommend which employee retirement plan such as Pension Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs is best suited for a company to establish. These plans have shown to improve employees’ morale, motivation and retention. First State can point out where productivity can be gained that would increase profit margins and greater positive cash flow for business operations.
To schedule a careful evaluation of your current financial assets by a financial planner Tulsa, call First State Investment Advisors at (918) 492-1361 or go to the Company’s website at www.firststate-ok.com. First State prides itself in keeping its clients best interest in mind. The Firm has a main objective to provide sound investment advice in order to provide clients with a secure financial future with a reasonable rate of total return on assets. Begin the process to improve your financial outlook by contacting First State Investment Advisors as soon as possible.