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First State Financial Inc
Financial Planner in Tulsa OK
Areas of Expertise | financial planning | investment management | wealth management | retirement planning | accounting services | asset management | college funding |
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Address
7136 S Yale Ave
Tulsa, OK
74136 -
Contact
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Map
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About
First State was founded in 1971 to provide Tulsa families with a personalized, tax efficient, value-oriented approach to portfolio management. The of investing primarily in high quality, large-cap stocks can reduce worry for clients in this chaotic, up-and-down financial environment. First State Financial, Inc is the holding company for First State Investment Advisors, Inc, an SEC-registered investment advisor that only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements, and for First State Securities, Inc, a registered broker/dealer. The company is audited annually by an independent public accounting firm and is governed by a board of director
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Online
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I've been doing this for 43 years
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Hours of Operation
Mon, Wed, Fri 9:00AM - 5:00PM
Tue, Thu, Sat - Sun Closed
Holidays Closed