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First State Investment Advisors | Tulsa Financial Advisors
8801 South Yale Avenue, Tulsa, Oklahoma 74137
About the First State Investment Advisors | Tulsa Financial Advisors
First State Investment Advisors is a leading financial institution located in Tulsa, Oklahoma. Our team of experienced and knowledgeable financial advisors is dedicated to helping our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we provide personalized investment strategies tailored to your individual needs. At First State Investment Advisors, we are committed to providing exceptional service and building long-lasting relationships with our clients. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Photos of First State Investment Advisors | Tulsa Financial Advisors
8801 S Yale Ave #410, Tulsa, OK 74137, United States
Opening hours of First State Investment Advisors | Tulsa Financial Advisors
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of First State Investment Advisors | Tulsa Financial Advisors
"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!"
"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."
"I spoke with Daniel and Sid about the company and the values that they hold, and I was blown away with how kind and caring they are! If you want a team to help you plan your financial future and know that your money is in safe hands, first state is definitely the team you want to be on!"
"Sid is delightful to talk with. We have small investments and he treated me with value. He was able to offer me solid honest advice. I am grateful and will use their services again in the future."
"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!"
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