Financial Planner Tulsa | Competent Planning
This content was written for First State Investment Advisors.
If you’re searching for a highly respected and competent financial planner Tulsa, turn to First State Investment Advisors by looking at its website www.firststate-ok.com or by calling (918) 492-1361. The professional financial planners there will be able to analyze your investment portfolio and suggest a wise plan to improve your long term financial outlook. Sound financial advice has been the mainstay at First State for over 45 years along with knowledgeable money management. A customer service representative is available to schedule an appointment so that you can have a brighter financial future.
In house research of high quality stocks at First State Investment Advisors is extremely important. This forms the Firm’s basis for making sound investment decisions. Over a 45 year period, predictable methods have been developed for evaluation of many large cap companies from several industries to project their future stock price. The financial information for these companies is closely monitored and updated by a Chartered Financial Analyst. From this wide array of companies, a “Gold Chip” list of stocks is selected that meet the criteria needed to be included in client portfolios that provide diversification and above average long term price appreciation. An expansive report is maintained for each stock on the selected list and a sample can be sent on request.
Are you an investor that is ready to start a relationship with a financial planner Tulsa that can recommend a personalized long term investment plan for you? The one to schedule a confidential appointment with is First State Investment Advisors. You will also receive the treatment you deserve by a well trained customer service staff who is able to answer many questions about your investment portfolio.
Other entities beside individual investors, such as business owners, can be helped by First State Investment Advisors. The Firm’s financial consultants can suggest means by which a business owner can improve operational productivity and profit margins. The money managers at First State can also analyze any employee benefit plans a business may have and manage them to improve total return on investment. First State Investment Advisors can also suggest the best tax exempt employee retirement plan such as 401k Plans, SIMPLE IRAs, Pension Plans or Simplified Employee Pension Plans a business owner may want to start.
An investor with any amount of financial assets can take advantage of wisdom provided by the financial planners at First State Investment Advisors. The primary objective of this financial planner Tulsa is to provide its clients with advice suitable to produce a reasonable rate of return on their assets and give them a secure financial future. The financial planning decisions by First State are always made with the best interests of its clients in mind. A call to First State Investment Advisors today at (918) 492-1361 or going to its www.firststate-ok.com website can start the process of realizing your financial peace of mind.