Financial Planner Tulsa | Definitive Planning
This content was written for First State Investment Advisors.
Anyone should look to First State Investment Advisors if needing sound investment advice from a financial planner Tulsa. First State’s professional money managers who have been in the business for over 45 years are able to assess the current investments in your portfolio. A detailed plan can then be laid out for your future financial needs. A customer service representative is ready to take your call at (918) 492-1466 to schedule an appointment or you can go to the Firm’s website at www.firststate-ok.com to connect with an advisor that always puts the client first.
In order to make sound investment decisions, First State Investment Advisors has a proprietary stock research department to which it gives utmost importance. A protocol for stock valuation is overseen by a Chartered Financial Analyst that utilizes several economic predictable methods that have been created. The financial information for a great variety of stocks is constantly monitored and updated to forecast their future prices by using these predictable methods. From these stocks, a select list of high quality “Gold Chip” stocks are determined to be suitable for inclusion in client portfolios. The great diversity of industries on this list help achieve above average total return on investment with lower risk. An exhaustive report is maintained on each of these stocks and a sample can be sent when requested.
It can be difficult in finding a financial planner Tulsa that takes a personal interest in meeting the needs of clients. That would be First State Investment Advisors. We take the time to get to know your future investment expectations and devise a plan you’re comfortable with to meet those expectations. You will also feel at home with the courteous customer service received at the First State. Our goal is to show how your money can work for you when investing in the stock market.
First State Investment Advisors also helps business owners with their employee benefit plans as well as their company’s finances. The financial planners at First State have substantial experience in managing employee retirement plans to increase their total return on investment. They also have the knowledge to help select a retirement plan such as a 401k, SIMPLE IRA, Pension Plan or Simplified Employee Pension Plan suitable for a business that wishes to establish one. These have been shown to improve employee morale, loyalty and retention. The financial advisors at First State Investment Advisors can also help a business increase their positive cash flow and profitability with operational efficiencies.
To find peace of mind from a financial planner Tulsa, contact First State Investment Advisors at (918) 492-1361 or at its www.firststate-ok.com website. First State offers individuals and business owners superb advice on how to make their investment objectives materialize. You will feel the difference of a conscientious effort to make you feel satisfied with the investment advice and customer service you get at First State Investment Advisors.