First State Investment Advisors, Inc.
Company

First State Investment Advisors, Inc.

Investment Management 8801 S Yale Ave 3 employees
Employees
3
Contacts
2
Emails
2
Phones
1

First State Investment Advisors, Inc. Overview

Headquarters
8801 S Yale Ave
Industry
Investment Management
Employees
3
Founded
1971
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About First State Investment Advisors, Inc.

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.

First State Investment Advisors, Inc. Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

First State Investment Advisors, Inc. Org Chart

Sample employees and titles
Name Title Contact
Daniel Shahwan Client Services - First State Investment Advisors, Inc.
Email
Matt Redmond, Cfa Vice President & Money Manager at First State Investment Advisors, Inc.
Email Phone
Sid Shupack Founder & President of First State Investment Advisors, Inc.
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Employees by Management Level

Executive 2 profiles
Individual contributor 1 profile

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