Financial Planner Tulsa | Fruitful Planning
This content was written for First State Investment Advisors.
Looking for a competent financial planner Tulsa to meet your investment goals? Are you ready to start planning for your retirement? First State Investment Advisors is the one your should consider. First State has been helping clients for over 45 years in making investments in both the stock and bond markets no matter the size of your assets. You can schedule a comprehensive review of your current financial situation by calling the Firm at (918) 492-1361 or going to the website www.firststate-ok.com. A financial plan can be tailored to meet your needs by taking advantage of the extensive expertise of the professional money managers at First State Investment Advisors.
Extensive stock research at First State Investment Advisors is used to develop a “Gold Chip” list of high quality stocks that forms the basis for sound investment strategies. The research department is headed by a Chartered Financial Analyst who maintains a system of predictable methods used to project future prices on stocks from diverse industry sectors. From this research is selected a “Gold Chip” list of stocks that forms the basis for sound investment strategies to produce above average total return on assets with lower potential risk. An extensive report on client’s investments are available to them and a sample can be sent if requested when you make an appointment with First State.
What separates First State Investment Advisors from other financial planner Tulsa is the interaction between its money managers and their clients. Listening to clients is the most important aspect at First State that insures their financial needs can be met by a customized long term investment plan. Excellent customer service is also a priority at the Firm so that its clients can have the best experience possible.
The financial planners at First State Investment Advisors not only give exceptional advice to individuals but also does the same for business owners. First State can aid businesses in selecting the best possible choice for those wanting to provide tax exempt retirement plans such as 401k Plans, Pension Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs. The Firm can also assess existing employee retirement plans and suggest ways they can be better managed. First State Investment Advisors experienced money managers also has the knowledge to recommend ways to improve operational productivity which would increase profitability and positive cash flow.
Making sound investment decisions is the main priority at First State Investment Advisors in order to attain for its clients a secure financial future. The goal at this financial planner Tulsa is to provide a realistic rate of of total return to both its clients and business owners. Scheduling a confidential appointment with First State can be done by either calling (918) 492-1361 or the Firm’s website at www.firststate-ok.com. Today is the best time to start receiving sound financial advice and exceptional customer service from First State Investment Advisors.