Financial Planner Tulsa | Consistent Planning
This content was written for First State Investment Advisors.
For professional financial planning from a financial planner Tulsa, you should look to First State Investment Advisors. Whether you go to the Firm’s website at www.firststate-ok.com or call (918) 491-1361, an appointment can be scheduled for a confidential analysis of the financial assets you have will be completed. The financial planners at First State, with over 45 years of experience, have the skill to then devise a comprehensive plan to meet your future financial needs. The customer service staff at First State Investment Advisors is second to none and are always prepared to answer any question you may have about your investment account.
The evaluation of a large number of companies financial data is a priority at the research department at First State Investment Advisors. A wide range of various predictable methods has been developed by a Chartered Financial Analyst who constantly monitors and updates this data. Select high quality stocks in a wide range of industries that meet certain criteria are then placed on a diversified “Gold Chip” list which are suitable for investment in client portfolios. Over the years, this selected list has produced optimal results for clients with reduced volatility. Clients can request a substantial report on each stock in their portfolio and potential client will be sent a sample report on request.
First State Investment Advisors should be your first choice in a financial planner Tulsa because of the time the Company takes to get to know you. From the very first meeting, the ultimate goal is to get to know you on a personal basis and give you a comfort zone knowing that First State will always be there to meet your financial needs. Your peace of mind will constantly be a priority at First State Investment Advisors.
The financial specialists at First State Investment Advisors are able to give advice to business owners also. This advice can cover both the operations of a business and employee benefit plans. Operations can be more productive with suggestions for improved proficiency as well as financing options to lower cash flow costs. First State has extensive experience in employee retirement plans such as Pension Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs. Benefit specialists at the Firm can assess and manage established plans or recommend the proper ones to set up for the business. If you are a business owner, come in for a consultation leading to improved profits and a positive cash flow.
To bring peace of mind for your long term investment prospects, call First State Investment Advisors at (918) 492-1361 or go to the Firm’s website www.firststate-ok.com to schedule an appointment and get acquainted with the most experienced financial planner Tulsa. You will be impressed by the excellent customer service you will receive at First State. Start on your road today to a bright and secure financial future.