Financial Planner Tulsa | Determined Planning
This content was written for First State Investment Advisors.
Finding a financial planner Tulsa who fits your investment needs may be difficult but the one who can help is First State Investment Advisors. The financial experts at First State have been in the business for over 45 years and are highly competent to assess your portfolio assets. They will then be able to propose an investment plan that meets any concerns you may have about attaining your financial goals. Contact a customer service representative today at the website www.firststate-ok.com or call (918) 492-1361 to schedule an appointment at your convenience.
The security research department at First State Investment Advisors has over the years developed proprietary predictable methods to discover stocks that provide recommendations suitable for investment in client portfolios. Projections for future share prices are done under the supervision of a Chartered Financial Analyst and these form the foundation on which a list of “Gold Chip” stocks are selected for investment. This list covers several industries and the diversification leads to reduced risk while an above average total return is probable. The current information on each selected stock is kept in a comprehensive report that is available to clients if they are interested. A sample can be supplied for those who make a request when scheduling an appointment with First State.
There are many things that separate First State Investment Advisors from other financial planner Tulsa. The primary one is the personal interaction First State has with clients to insure meeting their financial needs. Financial planners at First State have the experience to ask the pertinent questions to make sure client expectations are realized. Secondly, the customer service staff has been well trained to make sure they will be treated with respect.
The outstanding financial planning advice available at First State Investment Advisors can be a great benefit of business owners. That includes for both operations and employee benefit plans. First State has the capability to assess business operations to improve profitability and positive cash flow. The Firm can also help any size business to set up employee retirement plans such as Pension Plans, 401k Plans, Simplified Employee Pension Plans and SIMPLE IRAs and manage the assets. If a business has an established employee retirement plan, the financial planners at First State Investment Advisors have the skill to analyze and manage those to improve asset growth
The investment decisions made by the financial planners at First State Investment Advisors are always made with the best interests of their clients in mind. The advice you receive from this financial planner Tulsa is aimed to achieve the expectation of clients concerning their long term financial needs. It will be very advantageous for you to call First State and connect with a customer service representative at (918) 492-1361 or go to the Firm’s website www.firststate-ok.com to schedule an appointment and begin the process today.