We are a local, independent investment advisor with over 50 years of history in the Tulsa area. We specialize in helping individuals, trusts, organizations, and businesses confidently manage their investments and prudently plan their financial future.
Our primary focus as an investment advisor is investing in the highest quality large-cap stocks in the world in a personalized, tax-efficient manner to grow our clients' portfolios while carefully managing risk. We also serve as financial advisors, offering full service personal financial planning, retirement planning, IRA and 401(k) management, 529 education savings, estate planning, and financial consulting.
Since our founding in 1971, we have remained disciplined in following the principles of our Gold Chip Standard in every investment we make, ensuring that every client portfolio is of the highest quality and well-suited to meet growth objectives while minimizing risk.
Company Details
- Employees
- 3
- Founded
- 1971
- Address
- 8801 S Yale Ave,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.firststate-ok.com
- Keywords
- personal financial planning.
- HQ
- Tulsa
First State Investment Advisors, Inc. Questions
First State Investment Advisors, Inc.'s website is https://www.firststate-ok.com
First State Investment Advisors, Inc.'s LinkedIn profile is https://www.linkedin.com/company/firststateinvestment
First State Investment Advisors, Inc. has
3 employees.
View email and phone details for 3
employees at First State Investment Advisors, Inc..
First State Investment Advisors, Inc.'s industry is
Investment Management
First State Investment Advisors, Inc.'s top competitors are
The Tranel Group,
Covenant Wealth Advisors,
Covenant Wealth Advisors,
Seacoast Wealth Management Of Steward Partners,
Granite Wealth Management,
Granite Bay Wealth Management,
Regent Private Wealth,
Melia Advisory Group,
Burkholder Wealth Management,
Finn Wealth Advisors.
First State Investment Advisors, Inc.'s categories are Investment Management
First State Investment Advisors, Inc.'s founding year is 1971
