Financial Planner Tulsa | Knowing Planning
This content was written for First State Investment Advisors.
To meet your requirements for a financial planner Tulsa, call First State Investment Advisors at (918) 492-1361 or go the www.firststate-ok.com. This Firm can provide can formulate a financial plan for your long range goals after a comprehensive review of your current financial status. The financial planners at First State, with over 45 years of investment knowledge, can make recommendations of sound financial advice for your investment portfolio. Sophisticated research on stocks and bonds by First State Investment Advisors is used to meet the needs of its clients through suitable investments.
Proprietary methods for the evaluation of high quality stocks have been developed by the research department at First State Investment Advisors. A Chartered Financial Analyst at First State oversees the development and maintenance of a wide range of predictable methods for future stock price projections. Rigorous criteria are used to form a “Gold Chip” list of stocks that meet the suitability standards of client portfolios. The list also possesses a high degree of diversification which produces an above average rate of total return on investment and lowers volatility. Extensive reports can be requested by clients on these stocks that includes information that is constantly updated. When scheduling an appointment at www.firststate-ok.com or calling (918) 492-1361, a sample stock report can be sent.
What makes First State Investment Advisors different from other financial planner Tulsa? It’s the effort made by the Firm to get to know the financial requirements of clients. To meet their expectations, First State believes the best way is the customization of a financial plan that meets their needs. The main objective of the staff at the Company is to provide the best experience possible for prospective clients. The extensive knowledge available at First State Investment Advisors is used to make sure clients are pleased with its customer service.
Business owners can have both operations and employee retirement plans benefit from the financial planning advice available at First State Investment Advisors. First State can help form retirement plans such as SIMPLE IRAs, Pension Plans, Simplified Employee Pension Plans and 401K Plans. Any size of business can avail itself of the advice given. The Firm also has extensive experience in evaluating and managing established employee retirement plans. Business profitability can be improved and an increase in positive cash flow be attained using suggestions from First State Investment Advisors.
The financial planners at First State Investment Advisors always predicates their decisions on the best interest of clients. The main objective of this financial planner Tulsa is providing appropriate investment advice to meet their financial needs. The attainment of the long range financial goals is aimed to bring them peace of mind. A promising financial future can start when you contact a customer service representative by calling (918) 492-1466 going the website of First State Investment Advisors at www.firststate-ok.com.