Financial Planner Tulsa | Focused Planning
This content was written for First State Investment Advisors.
Are you looking for sound investment advice from a financial planner Tulsa? Look no further than First State Investment Advisors. You can schedule an appointment with the professional money managers at First State by contacting firststate-ok.com or calling (918) 492-1361 to receive an evaluation of your investment portfolio. The principals at the Firm have over 45 years of experience in both stock and bond market analysis. Another consideration is the outstanding customer service received at First State. Call today and let First State Investment Advisor recommend a plan for your financial future where the client always come first.
First State Investment Advisors has developed research tools to form the basis for future price projections over a universe of stocks that are used in making investment decisions. A Chartered Financial Analyst maintains a large array of economic predictable methods for First State. The latest financial data if constantly being updated for these stocks and price forecasts are closely monitored. From this research is formed a select and diverse group of high quality “Gold Chip” stocks that are deemed suitable for investment in client portfolios. Extensive reports on these stocks are available for First State’s clients. A sample can be sent if requested when you schedule your appointment with First State Investment Advisors.
The best way for First State Investment Advisors to connect with its clients as their financial planner Tulsa is through the time spent getting to know them as. When coming into the office for your appointment, the first thing done is to get to know you on a personal level and find out where you are financially. This will allow us to develop a custom plan that will give you the best results possible to meet your long term financial goals.
First State Investment Advisors not only provides meaningful financial planning advice to individuals but can also be used by business owners for tax exempt employee benefit plans. The Firm can evaluate current plans and recommend the proper plan a business owner should use if wanting to start a new plan. This can include Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401k Plans. The use of these plans can increase employee loyalty and moral. First State can also suggest ways a business owner can improve profitability and positive cash flow.
If you’ve been looking for a financial planner Tulsa, the professional money managers at First State Investment Advisors can advise you on your investment assets. The Firm, no matter the size of your current portfolio, is prepared today to help clients attain their goal of financial stability and provide great customer service. A customer service representative will set up a confidential appointment when you contact First State at (918) 492-1361 or when you go to www.firststate-ok.com.