Financial Planner Tulsa | Solid Planning
This content was written for First State Investment Advisors.
A competent and highly respected financial planner Tulsa can be found at First State Investment Advisors by calling (918) 492-1361 or accessing their website at www.firststate-ok.com. You can schedule an appointment with a customer service representative and receive a complete evaluation of your investment portfolio. This will be done by an experienced financial planners who will then be able to suggest an investment plan to improve your financial outlook. Sound financial advice and outstanding customer service has been provided to clients at First State for over 45 years.
Research is a priority at First State Investment Advisors and is used to find stocks that can be determined to be suitable for investment in client accounts. The Firm has developed a variety of predictable methods under the supervision of a Chartered Financial Analyst that are used to project future stock prices from a large universe of stocks. The financial data on these high quality stocks is constantly monitored and updated. A select list of “Gold Chip” stocks from a wide range of industries that can be included in client portfolios is then cumulated. These have been determined to have the potential of above average rate of total return with reduced prospects of volatility. Kept on file is an extensive report on each of these stocks which is available for clients.
As a financial planner Tulsa, First State Investment Advisors strives to make sure you feel like part of a family by taking the time to get to know you. The goal at First State is to not only take care of you money but to also meet any other investment needs you might have. To discover your future financial requirements, the Firm takes as much time needed to discover your long term investment goals. Begin your road to financial well-being by coming to First State Investment Advisors today.
Valuable investment advice can be received from First State Investment Advisors by business owners. Recommendations can be made by the financial planners at First State for operational productivity which would benefit positive cash flow and profitability. The advisors at the Firm can also aid in proving employee morale, loyalty and retention helping a business establish retirement plans. These can include SIMPLE IRAs, 401K Plans, Pension Plans and Simplified Employee Pension Plans. These can be used by a business of any size. First State Investment Advisors also has the ability to evaluate and manage any employee benefit program that may be in place.
The best interest of clients is always kept in mind at First State Investment Advisors. A customer service representative at this financial planner Tulsa can schedule a confidential appointment when you call (918) 492-1361 or go to the website www.firststate-ok.com. Providing clients professional financial advice is the primary mission at First State in order to meet their expectations.