Financial Planner Tulsa | Fitting Planning
This content was written for First State Investment Advisors.
If you are looking for superb financial advice from a financial planner Tulsa, call First State Investment Advisors at (918) 492-1361 or go to their website at www.firststate-ok.com. The professionals at First State have over 45 years of experience that can be used to examine your current financial situation. From this analysis, a competent proposal can be developed with your long term financial security in mind. You will also be introduced to a highly regarded customer service staff that is well trained to meet the needs of the Firm’s clients with promptness and respect.
A stock research system that is maintained by a Chartered Financial Analyst has been developed by First State Investment Advisors. This system that is unique to the industry provides suitable investment recommendations for client portfolios. Multiple economic factors to forecast future stock prices are considered in order to provide a reasonable total rate of return on investments. A selected list of high quality “Gold Chip” stocks indicated by these factors is used to construct properly diversified client portfolios with lower investment risk. Clients are given access to this research when requesting extensive reports of stocks in their portfolios. A sample of one of these reports can be sent when you schedule an appointment with First State.
You deserve to be treated with courtesy and respect from your financial planner Tulsa and that is what you will receive at First State Investment Advisors. We want you to feel right at home at First State and be comfortable in knowing that not only is your money is being taken care of but that we are there to help in any other way we can. The staff at First State Investment Advisors is always available to meet your needs.
First State Investment Advisors exceptional planning advice can be advantageous for business owners along with individual investors. Businesses can be aided by First State if they are considering initiating employee benefit plans such as 401k Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs. Like individual investors, First state can also evaluate and manage plans already in existence. In addition, First State Investment Advisors has the knowledge to help business owners improve operational methods to increase positive cash flow and profitability.
First State Investment Advisors should be considered if you need a professional money manager to handle your current investment portfolio. This financial planner Tulsa has the ability to provide this service no matter the size of your investment assets. You can schedule an appointment today by calling a customer service representative at (918) 491-1361 or going to the website www.firststate-ok.com. You can experience outstanding financial advice and excellent customer service at First State.