Financial Planner Tulsa | Serious Planning
This content was written for First State Investment Advisors.
You should consider First State Investment Advisors for a competent financial planner Tulsa. For over 45 years, First State has gained the financial planning experience in both the bond and stock markets. This extensive knowledge can be accessed by calling the Firm at (918) 492-1361 or going to its website at www.firststate-ok.com and scheduling an appointment. Financial experts will then be able to thoroughly evaluate your current investments and generate a comprehensive plan to attain a secure financial future.
Exceptional stock research is a primary importance at First State Investment Advisors. Its research department uses a proprietary system of analyzing a wide range of high quality stocks using predictable methods in order to project future stock prices. First State’s own Chartered Financial Analyst is constantly maintaining and updating this system. The professional planners at the Firm utilize these projections to compile a “Gold Chip” list of select stocks in diverse industries. These select stocks maximizes client portfolio performance while limiting the downside risk. An in-depth report can be received on each stock by clients and a sample report can be sent on request.
Pride is taken by the personnel at First State Investment Advisors in getting to know its clients in order to make them comfortable. This is what separates First State from other financial planner Tulsa. The competent customer service staff at the Firm treats people the way they would like to be treated. Come and get to know us by contacting a customer service representative and join our family who is ready to respond to your investment needs.
In addition to individuals, business owners can benefit from the help received at First State Investment Advisors. The proper employee benefit plan for a business can be developed by the experienced financial planners at First State. The list of plans that can be selected include 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. For those businesses that already have a benefit plan in place, First State can analyze and manage them. The Firm’s financial experts can also recommend ways to improve the profitability and positive cash flow of business operations.
The financial planners at First State Investment Advisors make investment decisions which is aimed to bring confidence to you financial future. The advice given by this financial planner Tulsa can be used by individuals, small business owners and larger corporations. When you go to the website www.firststate-ok.com or call a customer service representative at (918) 492-1361, a confidential appointment can be made at your convenience. Providing sound advice to start you on your way to financial peace of mind is the primary goal at First State Investment Advisors.