First State Investment Advisors | Tulsa Financial Advisors - Tulsa, Oklahoma

Adresse: 8801 S Yale Ave #410, Tulsa, OK 74137.
Telefon: 84921361.
Webseite: firststate-ok.com.
Spezialitäten: Finanzplaner, Finanzberater, Investmentgesellschaft, Anlageberatung.
Andere interessante Daten: Onlinetermine, Service/Leistungen vor Ort, Rollstuhlgerechter Eingang, Rollstuhlgerechter Parkplatz, Rollstuhlgerechtes WC, WC, Termin erforderlich, Terminvereinbarung empfohlen.
Bewertungen: Dieses Unternehmen hat 138 Bewertungen auf Google My Business.
Durchschnittliche Meinung: 5/5.

Ort von First State Investment Advisors | Tulsa Financial Advisors

84921361

First State Investment Advisors, mit Sitz in Tulsa, Oklahoma, ist ein renommierter Finanzplaner und Anlageberater, der sich auf die Bereitstellung von Finanzdienstleistungen für Einzelpersonen und Unternehmen spezialisiert hat. Das Unternehmen ist an der Adresse 8801 S Yale Ave #410, Tulsa, OK 74137, zu finden und ist unter der Telefonnummer 84921361 erreichbar.

First State Investment Advisors ist eine Investmentgesellschaft, die umfassende Anlageberatungsdienste anbietet. Das Unternehmen hat sich zum Ziel gesetzt, seinen Kunden dabei zu helfen, ihre finanziellen Ziele zu erreichen, indem es maßgeschneiderte Anlageportfolios erstellt, die auf die individuellen Bedürfnisse und Ziele jedes Kunden zugeschnitten sind.

Das Unternehmen verfügt über ein erfahrenes Team von Finanzberatern, die sich durch ihre Kompetenz und Integrität auszeichnen. Die Mitarbeiter von First State Investment Advisors verfügen über umfangreiches Wissen in den Bereichen Anlageberatung, Finanzplanung und Portfoliomanagement. Sie arbeiten eng mit ihren Kunden zusammen, um sicherzustellen, dass diese die bestmöglichen Anlageentscheidungen treffen.

First State Investment Advisors bietet eine Reihe von Dienstleistungen vor Ort an, darunter persönliche Beratungstermine und individuelle Anlagepläne. Das Unternehmen ist rollstuhlgerecht zugänglich und verfügt über rollstuhlgerechte Parkplätze und Toiletten. Um einen Termin zu vereinbaren, wird empfohlen, sich im Voraus anzumelden.

Die Kunden von First State Investment Advisors haben das Unternehmen mit einer Durchschnittsbewertung von 5/5 bewertet. Das Unternehmen hat 138 Bewertungen auf Google My Business.

Bewertungen von First State Investment Advisors | Tulsa Financial Advisors

First State Investment Advisors | Tulsa Financial Advisors - Tulsa, Oklahoma

Lynn Seitz

5/5

Financial planning felt so overwhelming until my husband and I sat with Sid and Matt at First State Investment Advisors. They took the time to carefully explain their investment strategies and calmed our fears. We’ve been thrilled with their results and have not had a single regret in our decision to transfer our government retirement monies to them. Several of our friends and family have also found financial investment success after switching their monies to First State and we never hesitate to recommend them when the opportunity presents!

Shawn Edwards

5/5

I recently uncovered a distressing financial situation involving my elderly father. Living in another state, I conducted extensive research and interviewed numerous local financial advisors in the Tulsa area. Sid and his team at First State Investment Advisors stood out as unparalleled in every way.

From the outset, they took the time to genuinely understand the complexities of our financial situation. They thoughtfully answered all my questions with patience and clarity, ensuring I felt informed and reassured. They then tailored a comprehensive plan that addressed and alleviated all of my concerns.

The expertise, compassion, and dedication demonstrated by First State Investment Advisors are truly exceptional. Their personalized approach and unwavering commitment to providing top-notch financial guidance have made a significant positive impact on my family’s financial well-being. I wholeheartedly recommend Sid and his team to anyone in need of competent, dependable, and compassionate financial advice.

J Cat

5/5

I was looking for someone to give me financial advice and found Sid online. Sid at once made me feel comfortable and I was able to talk to him about my situation and my concerns regarding my Finances. He was so kind and knowledgeable. He explained everything in layman’s terms so I was able to understand. Going forward, I feel I am now able to make a wise decision regarding my finances. If you need financial advice or need someone to help, you understand the intricacies of investment or if you’re not happy and getting the returns you were hoping for with your investments call Sid . You won’t regret it

amanda milnor

5/5

I wanted to take a moment to express my heartfelt gratitude for the invaluable guidance and support Sid provided me as a 22-year-old college student who, until recently, knew very little about finances and investing. His assistance has truly set me on the path to financial savings and success, and I couldn't be more thankful. Sid's ability to break down complex financial concepts into simple, understandable terms was remarkable. He patiently explained the basics of budgeting, saving, and investing, ensuring I grasped each concept before moving on to the next. This patient and methodical approach made me feel comfortable and empowered, even when discussing topics I had previously found daunting.

Judy Ellis

5/5

I highly recommend Sid and Matt at First State Investment. They are definitely experts in financial planning and investing. My retirement account has grown significantly since switching to them in 2019. They are also extremely nice and always available to answer questions. I feel confident knowing that Sid and Matt are managing my investment account!

Danielle Newsom

5/5

A HUGE Thank you to Sid and Matt at First State Investment Advisors. Sid and Matt took the extra time to get to know me on a personal level, understand my goals and created a plan of action directly in line with my life situations. Sid and Matt together were able to brain storm strategic plans for me and my kids future. I wouldn’t think to go anywhere else. They put the person first and the rest follows. Courteous, knowledgeable, innovative! 5 stars!

Dana Leva

5/5

Having recently become a client of First State Investment Advisors in Tulsa, I am more than pleased with their team and the financial services offered. Sid Shupak and Matt Redman have gone above and beyond expectations to patiently explain their methodology and how it is being applied to my accounts. The fact that their strategy has proven successful for over 50 years speaks volumes!. Both gentlemen listen well, and respond knowledgeably while offering successful solutions. They are always available for calls, questions, and needed time. What a winning combination! As an investor, I have numerous options from which to choose my financial advisor. It feels great to know I have chosen an established leader in the industry to manage my portfolio. I look forward to many years of support and guidance! Thank you Sid and Matt!

Eric Strocen

5/5

A big thank you to Sid. He was extremely knowledgeable, patient, and compassionate. When discussing money it is difficult to remember there are humans behind those numbers. Sid expertly guided me through my options and all the while I felt heard and respected. He was genuinely committing to helping and his advice could change the way you approach management of your finances. If you are thinking about managing your money I highly recommend you reach out to Sid.