First State Investment Advisors | Tulsa Financial Advisors S Yale Ave, Tulsa

First State Investment Advisors | Tulsa Financial Advisors Reviews

• S

  Susan Stuart
  5

  My father did business with Sid over decades. Their business relationship grew into a friendship. I once asked my father who I should trust with investment decisions, without hesitation he told me Sid Shupack. Sid, Paul and Matt have taken the time to explain to me how they study investments and how they make investment decisions. I know First State will always take great care of me. I know I can trust them.

• L

  Laura Brennan
  5

  I have full-faith in a company that has been been around and been successful 40+ years. Sidney has done a wonderful job managing my portfolio, and I appreciate all of the research he does on every company he believes and invests in. Sidney and Matt are both highly-knowledgeable and have impeccable integrity, which gives me peace of mind. I highly recommend First Sate for any investment need (big or small) you may have.

• J

  John Thilges
  5

  I didn't even start an account witht hem or anything. The gentlemen on the phone gave me a full 1-2 year plan to get started that is feasible as well as offer to help me with any questions I have along the way. Definitely will be doing business with them after I complete the start-up plan.

• D

  Daniel Shahwan
  5

  Sid is very personable! The team has a great conviction in the process and they're great at building relationships.

• D

  David Sixkiller
  5

  I just want to thank Sid for his time and advice on financial planning. I submitted a request on their web site. He called and answered all of my questions at no cost. He had a lot of great information and I will be calling on them again to assist me with my financial planning as I move forward. Thank you again Sid.

• N

  Nadia Shahwan
  5

  First State was one of God's great gifts to our family. We are very blessed by Cid and Mat. In fact, we saw the ideal people whom we can fully trust. They were realistic, and did not over promised just to earn our business. They explained things well in terms we could understand. They were to the point because transparency seemed very important to them. I highly recommend them to anyone who is serious about financial security.

  Response from the owner

  Thank you Nadia, you have a wonderful family that Sid and I have greatly enjoyed getting to know, and we are very pleased to hear that the work we have done for you has made a positive impact on your lives. We look forward to taking care of you for many years.

• K

  Kevin Burr
  5

  I have been with Sid and Matt for several years and have experienced great growth in my portfolio. They take the time to explain the options and give you a good forecast based upon their research. I have enjoyed working with them.

• M

  Melanie Caudle
  5

  Sid and Matt help keep my mom sane as a POA. Not only are they professional and the best at their job, but they are also so kind and thoughtful of the individuals they’re working for. They’re ethics and integrity are above and beyond.

• J

  Judy R
  5

  I am a 71 year old widow. I had my portfolio at another investment firm. Needless to say, I became unhappy with them. They had me locked into an annuity contract which proved to be a hardship. I could only recieve a certain amount each month. I visited with several advisers before I made up my mind to go with First State Investigators. I found they, unlike the others, were straight forward and honest. They had no sales pitch! I appreciated how they spoke to me with respect. I'm happy with my decision!!!

  Response from the owner

  Thank you very much Judy, we are very glad we were able to help you out of the situation you were locked into and look forward to taking care of you for many years.

• S

  Shawn Mann
  5

  Very pleased with First State Investment. They are very helpful in teaching you to understand how they help invest your money. If there are any questions you can call & get help (every day if you like). First State Investment is very trustworthy & worth your time. I'm glad I chose First State Investment After 2yrs of investing couldn't ask for anything better. Always keeping you updated and will help you through the good and the bad times. Even though we;re going through virus they are still making money so my hats off to them for the kindness and all the help that they give. THANX