Financial Planner Tulsa | Positive Planning
This content was written for First State Investment Advisors.
To contact a professional money manager for a financial planner Tulsa, look to First State Investment Advisors. Calling (918) 492-1361 or going to www.firststate-ok.com will allow you to schedule an appointment in order to obtain an objective evaluation of your current investment assets. The financial experts at First State have extensive experience that expands over 45 years in both the stock and bond markets. The Firm also prides itself with outstanding customer service that is always available to clients. For attaining your long range financial goals, why not consider First State Investment Advisors today.
The primary function of the security research department at First State Investment Advisors is evaluating stocks that are deemed suitable for client portfolios. Under the supervision of a Chartered Financial Analyst, a variety of predictable methods have been developed for a diversified range of high quality stocks to forecast their future price performance. The financial information for these stocks is constantly monitored and a selected list of “Gold Chip” stocks is then selected for client investment recommendations. First State always maintains extensive stock reports on those that are selected for investment. A sample report can be made available upon request.
Realizing the long range financial goal of clients is the primary objective First State Investment Advisors. The use of sound advice predicated on comprehensive research accomplishes this. To schedule an appointment with this financial planner Tulsa, call a customer service representative at (918) 492-1361 or go to the website www.firststate-ok.com. You will be treated as a family and a customized plan with be developed for you.
For business owners, First State Investment Advisors can discuss various investment vehicles can be used to build employee benefit plans. These would include Pension Plans, Simplified Employee Pension Plans, 401K Plans and SIMPLE IRAs. These are available to be sponsored by any size business to improve employee morale and loyalty with a positive retirement outlook. First State can also evaluate a business’s current employee benefit plan and provide a competent management plan to improve total return on investments. First State Investment Advisors can also suggest ways to improve business operations which can lead to higher profits and increased cash flow.
First State Investment Advisors can bring you peace of mind when you have your assets managed by this competent financial planner Tulsa. First State has the answers to provide comfort and where there is someone that can provide excellent advice if you have concerns about your financial future. A confidential appointment can be scheduled when you call a customer service representative at (918) 492-1361 or by going to www.firststate-ok.com.