Financial Planner Tulsa | Sharp Planning
This content was written for First State Investment Advisors.
To be put in touch First State Investment Advisors, a financial planner Tulsa, call (918) 492-1361 or go to the website www.firststate-ok.com. First State has been involved in the investment business for over 45 years. The outstanding ability at the Firm is to help you realize your financial security by evaluating your investment assets and forming a long range financial plan. Each investment decision is made with this goal in mind and you will enjoy the first class customer service you will receive. To schedule a personalized review of your assets, contact First State Investment Advisors.
First State Investment Advisors has developed a variety of proprietary predictable methods through extensive research to evaluate stocks which are suitable for the portfolios of clients. These methods are used to provide a solid foundation for predicting future stock prices on a wide range of stocks in many industries. As list of high quality “Gold Chip” stocks is selected from this research appropriate for use in client accounts. They are expected to produce a reasonable rate of total return and diversfication reduces the prospects of volatility. A Chartered Financial Analyst maintains and updates the research data and also produces a detailed report on each stock which is available to clients.
More than any other financial planner Tulsa, the staff at First State Investment Advisors has the experience to make sure clients feel comfortable working with them. You are treated the way you deserve at First State. Any investment question is important at the Firm and clients are appraised of their current status of their investment with a quarterly report including performance, investment positions and expected dividend income for the year. Come see the special attention you will get at First State Investment Advisors by scheduling an appointment.
The retirement experts at First State Investment Advisors can explain several different employee benefit plan options to business owners. These are capable of improving employee retention, morale and loyalty. The most prominent ones are SIMPLE IRAs, Pension Plans, Simplified Employee Pension Plans and 401K plans. Any size of business can start these plans. For a business who has already started a retirement plan, the financial planners at First State can evaluate and recommend ways to improve its performance. Suggestions can also be made by the Firm in ways to increase the operational efficiencies of a business which could lead to higher profits and positive cash flow.
Why not contact a competent financial planner Tulsa at First State Investment Advisors by going to their website at www.firststate-ok.com or calling (918) 492-1361. The professional financial planners at First State are prepared to give detailed financial recommendations no matter the size of you investments. When contacting the Firm, a confidential appointment will be scheduled at your convenience by a customer service representative. You will receive great care at First State Investment Advisors.