Financial Planner Tulsa | Ethical Planning
This content was written for First State Investment Advisors.
Anyone needing advice from a financial planner Tulsa should look into First State Investment Advisors. The professional financial planners at First State are able to assess the investment assets you have presently when you schedule an appointment by calling (918) 491-361 or going to the website www.firststate-ok.com. Using their over 45 years of experience, they will also recommend a plan to meet any future financial goals presented to them. You will also meet the entire staff at the Firm who provide outstanding customer service. You can rest assured that the needs of clients will always come first at First State Investment Advisors.
First State Investment Advisors maintains its own research department that is headed by a Chartered Financial Analyst. Forecasts for future stock prices on high quality companies are accomplished using a wide range of predictable methods and these are maintained and updated with the most current financial data. A select group of “Gold Chip” stocks with the potential of above average price appreciation accompanied with reduced volatility are then included on a list suitable for inclusion in client portfolios. Clients can request extensive reports on stocks in which they are invested. When you schedule an appointment with First State, a sample of one of the stocks will be if requested.
In order to design a custom investment plan for you, the staff at First State Investment Advisors will spend as much time as it takes to get to know you and what your financial objectives ares. This separates it from other financial planner Tulsa. You will always know what companies you’re invested in and know exactly where your money is going. The customer service department at First State also will always be available to answer any questions you may have.
At First State Investment Advisors, individual investors are not the only ones that can get financial planning advice but that applies to business owners too. This advice can be advantageous for both business operations and employee benefit plans. The money managers at First State can assist in starting tax exempt retirement plans such as 401k Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. If a business already have one of the plans in place, they will also be able to evaluate and manage them. Additionally, First State Investment Advisors can recommend ways for a business to improve operational efficiencies that can increase profits and positive cash flows.
The time is now to contact First State Investment Advisors for a financial planner Tulsa if you are seeking peace of mind about your financial future. First State’s superb advice that can be offered to both business owners and individual investors can bring confidence that their investment objectives can be met. A convenient appointment can be scheduled when contacting the Firm at www.firststate-ok.com or calling a customer service representative at (918) 492-1361.