Financial Planner Tulsa | Capable Planning
This content was written for First State Investment Advisors.
A highly respected and competent financial planner Tulsa can be contacted at First State Investment Advisors by calling (918) 492-1361 or by going to the website www.firststate-ok.com. The money managers there are available to evaluate your current portfolio investments and suggest ways to improve your long term financial outlook. Both sound advice and exceptional customer service has been provided by First State for over 45 years. The firm is well known for in depth of knowledge for both stock and bond markets and for making appropriate investment decisions.
First State Investment Advisors is also known for the development of its own outstanding research department which is under the supervision of a Chartered Financial Analyst. This has led to a system of several predictable methods that forecast future stock prices on a wide variety of companies and industries. The financial information that forms the basis of this research is constantly monitored and updated. A selected number of diversified high quality stocks are then placed on a “Gold Chip” list that are approriate for client portfolios which delivers stable long term above average price appreciation. Detailed reports on these stocks are available to clients and a sample can be sent on request.
On thing that separates First State Investment Advisors from other financial planner Tulsa is the special touch each client receives. The professional advisors at First State take the time to get to know you both personally and financially. The Firm’s customer service representatives also are trained to treat clients with the respect they deserve. Call them at (918) 492-1361 or you can go to www.firststate-ok.com to schedule an appointment.
First State Investment Advisors can aid business owners in addition to the individual investor in financial planning. First State’s money managers have substantial experience in evaluating and advising on tax deferred retirement plans a business may have in place. The can also aid in the starting of employee retirement plans that can be beneficial to the business. These can include 401k Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. The Firm’s financial advisors can also recommend ways a business owner can increase operational proficiency and positive cash flow.
So contact a customer representative today and schedule an appointment at the financial planner Tulsa firm First State Investment Advisors by going to its website www.firststate-ok.com or calling (918) 492-1361. The clients at First State always have their best interests come first. The Firm’s ultimate goal is to provide clients a reasonable rate of return on their investments while also giving great customer service that lead to their financial well being.