Financial Planner Tulsa | Discrete Planning
This content was written for First State Investment Advisors.
Contact First State Investment Advisors if the time has come for you to find a financial planner Tulsa to meet your investment needs. You can see the advantages of First State at its website www.firststate-ok.com or by scheduling an appointment to visit their office at (918) 492-1361. The Firm’s experienced planners will use their knowledge acquired over 45 years to review your current investments and then be able to form a long range financial plan to meet your needs. The entire staff at First State Investment Advisors have been well trained to give the best service to you as a client.
Satisfying the investment needs of First State Investment Advisors clients is given by its own stock research department which is headed by a Chartered Financial Analyst. This research forecast future stock prices for a host of companies by using multiple predictable methods. From these a diversified list of “Gold Chip” stocks is selected which meet the high standards needed for inclusion in client portfolios. They have been chosen because of the potential of above average price appreciation while limiting downside risk. Upon request, clients can receive a lengthy report on each stock in their investment portfolio. Anyone you schedules an appointment with First State can be sent a sample stock report.
In addition to having one of the best stock research departments of any financial planner Tulsa, First State Investment Advisors provides a high level of customer service. When you walk in the door, the staff is there to get to know you personally and what is the best way to invest your hard earned money. No question is trivial and they answer any you may have to your satisfaction. Everyone at First State wants you to feel right at home as a client so come on in a discover the difference.
Investment and operational recommendations can also be made for a business owner by First State Investment Advisors. First State’s retirement department experts can explain several tax exempt benefit plans such as 401k Plans, Pensions Plans, Simplified Employee Pension Plans and SIMPLE IRA Plans and their advantages for employers wanting to provide them for employees. The financial advisors at the Firm can also appraise and manage those that are already in existence. On the business operational side, ways to improve productivity can be suggested that could increase positive cash flow and profits.
You can rest assured that First State Investment Advisors will always consider your best investment interests at this financial planner Tulsa. The main objective at First State is to secure a reasonable rate of total return on your assets that will meet expectations. The Firm’s investment decisions are made to give assurance for a worry free future. You can start the process by calling First State Investment Advisors at (918) 492-1361 or going to www.firststate-ok.com to schedule an appointment.