Financial Planner Tulsa | Ideal Planning
This content was written for First State Investment Advisors.
If you’ve been looking for a financial planner Tulsa, look no further than First State Investment Advisors. The money managers at First State will develop a personalized financial plan for you after an extensive review of your current financial situation. By calling the Firm at (918) 492-1361 or going to the website www.firststate-ok.com for an appointment, you will be introduced to financial planners that have over 45 years of experience. You will also be provided with outstanding customer service. First State Investment Advisors is known for specializing in high quality large cap stocks for clients with a long term horizon.
A well-qualified Chartered Financial Analyst is head of research at First State Investment Advisors and has developed and maintains a variety of predictable methods to evaluate stocks. These in turn are used to project future stock prices. High quality stocks are then chosen to build a select group of stocks that are suitable for a client’s diversified portfolio intended to provide a reasonable rate of total return with lower volatility. Clients of First State can request an in-depth study on each stock investment made in their portfolios. A sample report can be sent when you schedule an appointment with First State Investment Advisors.
Clients of First State can look forward to great customer service where time is spent in getting to know their special financial needs. The investment portfolios developed to realize a client’s exclusive financial plan are closely monitored for security and privacy. The primary objective at First State Investment Advisors is to give each client the personal touch they deserve. Call the Firm at (918) 492-1361 or reach them at www.firststate-ok.com today to start your road to financial independence.
First State Investment Advisors can meet the financial needs of business owners as well as the individual investor as a financial planner Tulsa. A business’s positive cash flow and operational profitability can be improved by the Firm’s financial recommendations. First State can also aid business owners in the formation of 401k Plans, Pension Plans, SIMPLE IRAs and Simplified Employee Pension Plans. If an employee retirement plan is already in place, an unbiased assessment of assets in it can be done and suggestions can be proposed to improve their performance. So schedule an appointment today by getting in touch with a customer service representative at www.firststate-ok.com or calling (918) 492-1361.
Don’t hesitate and schedule an evaluation of your financial assets with a financial planner Tulsa by contacting First State Investment Advisor at www.firststate-ok.com or calling a customer service representative at (918) 492-1361. First State’s main concern in making investment decisions for clients is to always keep their best interests first. Now is the time to make a confidential appointment at First State Investment Advisors.