Financial Planner Tulsa | Fair Planning
This content was written for First State Investment Advisors.
Any investor who is in need of a financial planner Tulsa should get in touch with First State Investment Advisors. The professional financial planners at First State have the advantage of over 45 years of experience in both the stock and bond markets. Investors can schedule an extensive evaluation of their financial assets by going to the Firm’s website at www.firststate-ok.com or calling (918) 492-1361. The planners at First State can recommend sound financial advice based on the future needs of their clients. Please contact a customer service representative to experience the excellent service that can be provided by First State Investment Advisors.
First State Investment Advisors has developed unique research abilities which are used for extensive evaluation of stocks which meet suitability standard for client portfolios. A Chartered Financial Analyst heads this research for the to generate multiple predictable economic methods used to forecast future stock prices. Diversification of client portfolios is attained using these price projections to select a list of suitable “Gold Chip” stocks that have lower risk tolerance and above average price appreciation. Clients have access to research reports on these stocks and a sample can be provided when you set up an appointment.
By setting up an appointment with First State Investment Advisors, you will receive sound from this financial planner Tulsa in order to realize your investment goals. Clients experience a personal touch at First State from both the financial planners and the customer service staff. It’s of the utmost importance to them to understand your financial aspirations and answer any questions no matter how trivial. Now is the time to give them a call at (918) 492-1361 or going the Firm’s website at www.firststate-ok.com.
First State Investment Advisors not only gives advice to individual investors but also has the expertise to advise business owners. That includes recommending employee benefit plans that are appropriate such as Pension Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs. First State can also evaluate existing employee retirement plans and develop a strategy to have them professionally managed. It has been shown that these plans can have a positive effect on employee’s morale and loyalty by the growth of their assets. The business itself can benefit from suggestions made by the financial planners at First State Investment to improve profitability and positive cash flow.
The priority at First State Investment Advisors is to build confidence in your financial future with sound advice from this financial planner Tulsa. A customer service representative at First State and schedule an appointment when you call (918) 492-1361 or go to the website www.firststate-ok.com. The appointment will start a process by which the financial planners at the Firm can build an asset portfolio that should provide a reasonable total rate of return. The goal at First State Investment Advisors is to meet or surpass their clients expectations.