Financial Planner Tulsa | Diligent Planning
This content was written for First State Investment Advisors.
Looking for a financial planner Tulsa that is competent? The one you should seriously consider if First State Investment Advisors. For over 45 years, the Firm as been making decisions in both the stock and bond markets. A comprehensive review of your investment assets can be undertaken by excellent financial planners when you make an appointment with First State by calling (918) 492-1361 or going to its website www.firststate-ok.com. You can then receive expert advice on how to plan for your long range financial needs. Even if you are just beginning to save for the future, the best place to start is at First State Investment Advisors.
A system has been developed for the stock research department at First State Investment Advisors by a Chartered Financial Analyst which projects future prices on high grade stocks using a wide range of predictable methods. Only stocks that meet the criterion of potential above average price appreciation with reduced risk are then placed on a select list of diversified “Gold Chip” stocks that can be invested in portfolios of clients. Clients of First State have access to detailed stock reports that are constantly monitored and updated for those included in their investment portfolio. Upon request, a sample report can be sent when you schedule an appointment with First State Investment Advisors.
What separates First State Investment Advisors from other financial planner Tulsa is the extra time spent getting to know clients and their expectations. The staff at First State first priority is to make sure your financial needs are met and to service your account as if it is their own. Any question you may have about your account will be answered courteously and promptly. Schedule a confidential appointment and come see the difference.
Exceptional advice can be given by First State Investment Advisors to business owners as well as individual investors. The employee benefit experts at First State can help a business who decides to start a tax exempt employee retirement plans which one is best suited for their needs. These include Pension Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs. The financial advisors at the Firm can also recommend ways to appraise and improve any benefit plan that may be in place.
The main objective at First State Investment Advisors as a financial planner Tulsa is to provide clients with a secure financial future by making investment decisions made in their best interest. For both individual investors and business owners, First State’s aim is for a reasonable total rate of return on assets. By calling a customer service representative at (918) 492-1361 or going to www.firststate-ok.com today, an appointment can be scheduled at your convenience.