Financial Planner Tulsa | Important Planning
This content was written for First State Investment Advisors.
If you are looking for a competent and highly respected financial planner Tulsa, go the the website of First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361. The Firm is ready to evaluate your current investment portfolio and to improve your long term financial outlook with their investment recommendations. Clients at First State have been provided sound financial advice and outstanding customer service for over 45 years. The research and depth of knowledge of First State Investment Advisors’ “Gold Chip” list of select high quality stocks has led to outstanding performance for investors.
First State Investment Advisors has an excellent research department which is supervised by a Chartered Financial Analyst who uses a variety of predictable methods used to forecast future prices for a wide range of stocks. A list of “Gold Chip” stocks from top companies is then compiled which are used to build well diversified portfolios for clients. These portfolios have the potential to provide above average stock appreciation with lower risk. Like no other financial planner Tulsa, First State produces an extensive study for each stock investment which are available to clients. A study sample will be sent on request when scheduling an appointment with First State Investment Advisors.
The personal touch that is always afforded to all clients is a priority at First State Investment Advisors. Charles Schwab maintains the assets in client portfolios and electronic access is available. First State constantly monitors the accounts in order to insure privacy and security. A customer service representative is alway available if a client has questions or needs any information concerning their accounts.
Sound financial planning advice given by First State Investment Advisors can be experienced by business owners as well as individuals. First State can benefit them with recommendations to improve operational efficiencies that result in increased positive cash flow and improved profit margins. The Firm can also help business owners who wish to provide employees tax exempt retirement plans. The retirement experts at First State can explain different ones such as 401k Plans, Profit Sharing Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs and suggest the one that will best meet the employees’ needs. For those businesses who already have employee retirement plans, First State can also analyze and manage their assets.
The best interest of clients always comes first at First State Investment Advisors. This financial advisor Tulsa can accomplish an evaluation of your financial assets when you schedule an appointment with a customer service representative by calling (918) 492-1361 or going to its website at www.firststate-ok.com. First State’s main objective is to provide its clients with professional financial advice resulting in a reasonable rate of return on their investments. First State Investment Advisors also wants to bring clients peace of mind by meeting their financial objectives.