Financial Planner Tulsa | Fantastic Planning
This content was written for First State Investment Advisors.
Have you been searching for a financial planner Tulsa to manage your financial assets professionally? That would be First State Investment Advisors which has over 45 years of experience in the stock and bond markets. There you will receive a confidential evaluation of your investment portfolio when scheduling an appointment by calling (918) 492-1361 or at www.firststate-ok.com. Outstanding customer service will also be given at First State where staff is always available to meet client’s needs. Now is the time to let First State Investment Advisors develop a financial plan oriented to your financial situation.
A priority at First State Investment Advisors is maintaining an exceptional research department that evaluate stocks that provide suitable investments in client portfolios. The Chartered Financial Analyst at the Firm has developed a wide range of predictable methods in order to produce a selected list of high quality stocks. This “Gold Chip” list of stocks is constantly updated with current economic data and is used to provide proper diversification and optimal long term results for clients. An extensive report on each of these stocks is available for all of First State’s clients. For those who schedule an appointment with First State Investment Advisors, a sample report can be sent on request.
What sets First State Investment Advisors apart from other financial planner Tulsa is the time spent at your first appointment its financial experts take to get to know you personally and find out your investment goals. You will also be introduced to one of the best customer service staff in the business that will also be available to answer any questions concerning your investment accounts.
Business owners can also take advantage of the advice given by First State Investment Advisors concerning employee benefit plans. Retirement benefit experts at First State can recommend the most appropriate plan for a business such as 401k Plans, Pension Plans, Simplified Employee Pension Plans or SIMPLE IRAs. This advice is available for any size of business. Benefit plans that are already in place also can be analyzed and managed by First State. The operations of a business can also be examined be examined and suggestions can be made by the Firm’s financial planners in order to improve positive cash flow and profitability.
Contacting the competent financial planner Tulsa First State Investment Advisors can help investors to attain peace of mind that their investment assets are being handled properly. First State’s individual and business clients will find comfort as the financial objectives are being met. The best way to get the process started is by calling a customer service representative at (918) 492-1361 or going to the website www.firststate-ok.com to schedule an appointment.