Financial Planner Tulsa | Scholarly Planning
This content was written for First State Investment Advisors.
Are you looking for a highly respected and experienced financial planner Tulsa? The one you should contact is First State Investment Advisors at the website www.firststate-ok.com or by calling (918) 492-1361 where a customer service representative is available to schedule a confidential appointment. The professional financial planners at First State are there to assess your current financial condition and suggests ways you can achieve your long term investment goals. Clients of the Firm have been given sound financial advice and outstanding customer service for over 45 years.
Stock research at First State Investment Advisors is of the utmost importance. A Chartered Financial Analyst is constantly maintaining and updating financial information needed in a stock evaluation protocol that has been developed over many years which uses an array of predictable methods. From this a “Gold Chip” list of high quality stocks is selected which have been processed through this evaluation. Represented on this list are diversified industries which leads to maximum performance and lower volatility. Quarterly reports are provided to clients that show the results of the performance of stocks included in the portfolio.
You will always be provided with the personal touch at First State Investment Advisors by both the financial planners and office staff. The primary aim at the Firm is your long term financial security. Each client’s financial information is closely monitored by a customer service representative who can also answer any questions you may have concerning your account. Now is the time for you to experience the difference at First State from other financial planner Tulsa.
The other entities that First State Investment Advisors serves beside individuals are business owners. The financial planners at First State have the experience to advise them on operations to improve profit margins that can lead to higher earnings and positive cash flow. A business owner can also discover from First State the advantages of having employment retirement benefits such as Pension Plans, Simplified Employee Pension Plans or SIMPLE IRAs. These can improve employee loyalty, morale and retention. These can be started and managed by the Firm which can also do the same for employee retirements in place.
The sooner you schedule an appointment at First State Investment Advisors to analyze your investment portfolio the quicker you will be on the way to financial security. You can trust this financial planner Tulsa to always keep your best interests in mind. Contact the Firm by calling (918) 492-1361 or going to its www.firststate-ok.com website. Be sure to get in touch with First State Investment Advisors where each investment decision made is to secure your financial security.