Financial Planner Tulsa | Long-Term Planning

This content was written for First State Investment Advisors.

By calling (918) 492-1361 or going to www.firststate-ok.com, you can contact a knowledgeable financial planner Tulsa at First State Investment Advisors. Investment decisions have been made in both stock and bonds by the experienced money consultants at First State for over 45 years. A customer service representative is always available to schedule an appointment so that you can receive comprehensive evaluation of your investments. The financial planners can then develop a long range financial plan that meets your needs. So consider getting in touch with First State Investment Advisors today.

The excellent research department at First State Investment Advisors is supervised by a Chartered Financial Analyst who uses a variety of predictable methods for the projection of future stock prices. A list of “Gold Chip” stocks of the top companies are selected and used to build a well diversified portfolio for their clients. These portfolios are forecast to provide substantial price appreciation with lower volatility. Each stock investment is backed by an extensive study which are made available to clients. To request a sample report, contact First State to schedule an appointment.

The financial experts at First State Investment Advisors can formulate a long term plan that can meet your investment needs. To schedule an appointment today with this financial planner Tulsa, speak with a customer service representative at (918) 492-1361 or go to www.firststate-ok.com. You can start building a planned portfolio that could bring you a realistic rate of total return which can bring you peace of mind.

Excellent financial planning advice is not only given to individual investors by First State Investment Advisors but business owners can benefit from recommendations to improve profitability and positive cash flow. The Firm can also aid business owners in setting up appropriate employee retirement plans such as SIMPLE IRAs, Pension Plans, 401K Plans and Simplified Employee Pension Plans. For those businesses who already have established employee retirement plans, First State has the expertise in evaluating and managing them for above average long term growth.

You can be assured First State Investment Advisors will be there no matter the size of you financial assets to meet your long range investment goals at this financial planner Tulsa. Producing a reasonable rate of return has been exhibited at First State using conservative investing in stocks of high quality companies for both individuals and business owners. A personal touch from knowledgeable money managers and outstanding customer service can be experienced at First State. Contact the Firm at (918) 492-1361 or go to www.firststate-ok.com.