Financial Planner Tulsa | Elaborate Planning
This content was written for First State Investment Advisors.
You will be introduced to an adept financial planner Tulsa when contacting First State Investment Advisors through its website at www.firststate-ok.com or calling (918) 491-1361 to schedule an appointment. Extensive experience of over 45 years in both the stock and bond markets will be made available at First State. This knowledge is put to use to evaluate your current financial investments and then put together a plan based upon your long term needs.
First State Investment Advisors has its own research department that is supervised by a Chartered Financial Analyst who uses a variety of predicted methods to project future stock prices on a wide range of companies. From these projections comes a select list of high quality “Gold Chip” stocks chosen as suitable to include in client portfolios. It is a well diversified list determined to produce higher total return on investments as well as lower volatility. An extensive study is compiled for each selected list stock using current financial data which is made available if a client wants to know more about stocks in their portfolio. A sample of one of these reports can be made available for prospective clients if requested.
What makes the financial professionals at First State Investment Advisors different from other financial planner Tulsa is spending the time required to personally get to know their clients. They want to make sure to understand the expectations of clients and to answer their questions on investments. The customer service staff at First State are also first rate who constantly maintain client account information as well as track activity for security. Everyone at First State Investment Advisors has the primary goal of ensuring you are comfortable in investing with them.
Not only is sound financial planning given to individual investors, First State Investment Advisors can give business owners the same service. The financial planners at First State can show the management of a business ways to improve operational proficiency that can lead to increased positive cash flow and higher profits. Competent advice on the management of employee benefit plans is also available at the Firm in order to generate above average asset growth. A business owner exploring the possibility of starting a tax exempt employee retirement plan can get expert advice on those including Pension Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs.
The priority at First State Investment Advisors as a financial planner Tulsa is to instill in clients the confidence in their financial prospects with sound advice. You can get in touch with a customer service representative by calling (918) 492-1366 or going to www.firststate-ok.com to schedule a comprehensive review of your investment portfolo. This will start both individuals and business owners on the way to improve their long term financial prospects. So call today in order to receive professional planning advice from the experts at First State Investment Advisors.