Verified email-pattern data for First State Investment Advisors, Inc. is currently limited. You can still use the company insights and contact sections below.
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
- -
- Address
- 8801 S Yale Ave,
- Industry
- Investment Management
- 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
Burkholder Wealth Management,
Granite Wealth Management,
The Tranel Group,
Granite Bay Wealth Management,
Covenant Wealth Advisors,
Seacoast Wealth Management Of Steward Partners,
Finn Wealth Advisors,
Covenant Wealth Advisors,
Regent Private Wealth,
Melia Advisory Group.
First State Investment Advisors, Inc.'s categories are Investment Management
First State Investment Advisors, Inc.'s founding year is 1971
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First State Investment Advisors, Inc. company profile
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Top First State Investment Advisors, Inc. Employees
-
Daniel Shahwan
Client Services | First State Investment Advisors, Inc.
Jenks, Oklahoma, United States, United States1oru.edu -
Matt Redmond, CFA
Vice President & Money Manager At First State Investment Advisors, Inc.
Tulsa, Oklahoma, United States, United States2gmail.com, yahoo.com4 +191836XXXXX
-
Sid Shupack
Founder & President Of First State Investment Advisors, Inc.
Tulsa, Oklahoma, United States, United States
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