Financial Planner Tulsa | Superb Planning
This content was written for First State Investment Advisors.
As a financial planner Tulsa, First State Investment Advisors is the one you should call at (918) 492-1361 or go to their website www.firststate-ok.com to schedule an appointment. First State is a reputable financial planner and has provided professional investment advice in both the stock and bond markets for over 45 years. The Firm’s clients have also experienced outstanding assistance from its customer service department. To have your financial assets evaluated, come by First State Investment Advisors today and begin achieving your long term financial goals.
The foundation for forming the investment decision making process at First State Investment Advisors is its own unique research department. Methods to collect financial data necessary for stock valuation has been created and is overseen by a Chartered Financial Analyst. These methods have been used after careful assessment to predict future prices from a large diversified range of stocks and industries. From these a list of “Gold Chip” stocks is formed and from wince investments can be made. These are high quality stocks that are considered appropriate for inclusion in the portfolio of clients. Because the list has significant diversification, it can lead to above average total return on investment as well as lower volatility. Each stock on this select list has an extensive report that is available to clients. You may request a sample report when making an appointment with First State.
What separates First State Investment Advisors from others in the field is the interaction its financial planners have with clients. As much time that is needed is taken to get to personally know each one at First State in order to realize their financial goals. The Firm’s employees that provide its customer service also have extensive experience in handling any client problems. The goal for everyone at First State Investment Advisors is to make sure every client is comfortable their investments with financial planner Tulsa.
Business owners can also receive the personal touch at First State Investment Advisors and is not limited to individual investors. First State can recommend and aid in the establishment of tax-exempt employee benefit plans such as 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. The experience has been when a business has these plans is that improve employee morale, loyalty and retention. The Firm’s financial planners also are able to evaluate and propose ways to improve their long term prospects for those that are already in place. They can also make recommendations that increase the profitability and positive cash flow of a business if desired.
A result of planning your financial future with First State Investment Advisors is bringing peace of mind. The management of investment assets by this financial planner Tulsa with the knowledge and competency of its money managers is available for business owners as well as individuals. The outstanding investment advice and customer service at First State makes clients feel comfortable their financial needs are being met. To schedule an appointment, a customer service representative is ready to take your call at (918) 492-1361 or you can contact them at www.firststate-ok.com.