Financial Planner Tulsa | Expert Planning
This content was written for First State Investment Advisors.
An investor who is in need of a competent financial planner Tulsa should consider First State Investment Advisors. The Firm’s financial planners have been making investment decisions for their clients for over 45 years. This includes both the stock and bond markets. You can contact First State by calling (918) 492-1361 or going the its website www.firststate-ok.com to schedule a thorough evaluation of your investment assets. You will then receive a comprehensive financial plan based on this evaluation and your expressed future financial needs. The needs of clients always come first at First State Investment Advisors so contact a customer service representative to schedule an appointment at your convenience.
Due to its own extensive research capabilities, First State Investment Advisor has created a systematic way to evaluate stocks over many industries. Projecting future stock prices is accomplished at First State by using multiple economic models to maximize diversification. The selection of a high quality list of “Gold Chip” stocks from these models helps reduce risk and provide above average price performance for client portfolios. Financial information for each of these companies is compiled by the Firm’s Chartered Financial Analyst and is included in extensive reports which are available to interested clients. A sample report can be requested when making an appointment with First State Investment Advisors.
The long term financial goals of clients are developed with the comprehensive planning of First State Investment Advisors. Scheduling an appointment with this financial planner Tulsa can be done by calling a customer service representative at (918) 492-1361 or going to the website www.firststate-ok.com. You will receive sound advice from First State which always places the financial interests of its clients first.
The advice given by the professional financial planners at First State Investment Advisors is applicable to business owners who have been looking for investment opportunities to benefit employees. Recommendations can be made on choosing the right tax exempt employee retirement plan such as a 401k Plan, Pension Plan, Simplified Employee Pension Plan or SIMPLE IRA that fits the business. First State can also evaluate and manage existing retirement plans. The operational aspect of a business can also be analyzed at First State Investment Advisor in order to promote higher positive cash flow and greater profitability.
The investment decisions made by First State Investment Advisors can bring you confidence that your long range financial needs will be met. As a financial planner Tulsa, First State has a proven history of providing a reasonable rate of total return to its clients. A confidential appointment can be scheduled with a customer service representative by calling (918) 492-1361 or visiting the Firm’s website at www.firststate-ok.com. You could be on your way to being provided sound financial advice and exceptional customer service so contact First State Investment Advisor as soon as possible.