Financial Planner Tulsa | Outstanding Planning
This content was written for First State Investment Advisors.
A competent financial planner Tulsa can be introduced to you when First State Investment Advisors is contacted. Both stock and bond investment decisions have been for over 45 years by the experienced financial planners at First State. By calling (918) 492-1361 or going to the website www.firststate-ok.com, you can take advantage of their expertise when you schedule an appointment. A comprehensive long term financial plan can be prepared for you after your investments undergo an extensive evaluation. The Firm’s excellent customer service can also be experienced when you come for appointment.
Evaluation methods that are unique to the industry which meet the standards for client portfolios have been developed by the research department at First State Investment Advisors. The compilation and maintenance of financial information is done by a Chartered Financial Analyst that is used to project future stock prices with multiple predictable methods. In order to provide above average total return on investments and lower volatility through diversification, a list of quality “Gold Chip” stocks is selected suitable for client portfolios. Clients have available to them an in-depth report on each of their stock investments. You can request a sample report when scheduling an appointment with First State.
By making an appointment at First State Investment Advisors, you can experience the difference between it and other financial planner Tulsa. You will be treated with the utmost respect by both the money managers and the Firm’s well trained staff. You will gain insight into how investment decisions are made to build a customized portfolio and receive outstanding customer service. Call today and schedule an appointment with First State Investment Advisors.
The financial planning advice given by First State Investment Advisors not only benefits individual investors but can be used by business owners for employee benefit plans. First State’s advisors can recommend the implementation of Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401K Plans. The retirement plan advisors at the Firm can also evaluate plans that may be in existence as well as manage them. Employee morale and loyalty can be positively affected greatly by these benefit plans. Business operations can also be improved with suggestions from First State Investment Advisors to expand profits and positive cash flow.
Giving clients sound financial advice from a financial planner Tulsa is a priority at First State Investment Advisors. This is to install confidence in their long term investment future. By calling (918) 492-1361 or going to the website www.firststate-ok.com, a process can begin to improve the investment prospects for both individuals and businesses. Get in touch with a customer service representative today to schedule an appointment.