Invest with Someone You Know

First State was founded in 1971 to provide Tulsa families with a personalized, tax efficient, value-oriented approach to portfolio management.  The Gold Chip philosophy 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 directors. As of November 10, 2009, the firm managed nearly $51.00 million for individuals, pension plans and retirement accounts.