Hiring someone to manage your investment portfolio may sound like a service only the wealthy need - or can afford. But financial planning and investment management is about making the most of your money. Regardless of how much you have in your portfolio, it is important to ensure every dollar is optimized.
The financial planners at First State Investment Advisors can help you do that. Delivering quality investment strategies and client service is the cornerstone of our values. Utilizing an intelligent investment methodology that has been rigorously refined over the past 50 years, we build for each of our clients an investment portfolio custom-tailored to meet their unique needs and give them security and confidence as an investor.
The financial planners at First State Investment Advisors can help you do that. Delivering quality investment strategies and client service is the cornerstone of our values. Utilizing an intelligent investment methodology that has been rigorously refined over the past 50 years, we build for each of our clients an investment portfolio custom-tailored to meet their unique needs and give them security and confidence as an investor.
Services
When First State was founded in 1971, we wanted to build an investment firm focused on quality, trust, integrity and respect both in our client relationships and in our investment strategies. We have since provided Tulsa families with personalized, tax efficient, value-oriented approaches to portfolio management, and continue our commitment to helping you plan more confidently, sleep soundly and grow your wealth.
At First State Investment Advisors, delivering quality investment strategies and client service is the cornerstone of our values. That is why we take the time to truly get to know you and understand your financial planning motivations and aspirations. Whether you are a young entrepreneur or looking for assistance in financial retirement planning, our focus is set on ensuring you receive outstanding financial management service.
Sidney Shupack founded First State Financial, Inc. in 1971 and has served as President and Chairman of the Board since that time. Sid earned his Bachelor of Business Administration degree at the University of Oklahoma and studied postgraduate law at the University of Tulsa. He began his career in 1959 for Walston.
Paul Mitchell has served as Treasurer, Compliance Officer, and a board member of First State for over 30 years. After earning two bachelor degrees, Paul developed an interest in securities while completing postgraduate work in accounting. Paul Joined First State in 1979. He is also currently the Chief Financial Officer and serves on the Audit and Compliance Committees.
Douglas B. Taylor is Founder and Managing Partner of Burton-Taylor International Consulting LLC, a market data business consulting organization. Doug created the firm in 2006, and it has since become the market data industry reference.
Burton-Taylor's clients command an estimated 80% share of global revenue in the $25 billion space and include the world's leading information companies, largest exchange groups, key government organizations and regulatory bodies on multiple continents, five of the six largest advisory firms serving the industry, and dozens of the most active private equity and investment companies.
Burton-Taylor's clients command an estimated 80% share of global revenue in the $25 billion space and include the world's leading information companies, largest exchange groups, key government organizations and regulatory bodies on multiple continents, five of the six largest advisory firms serving the industry, and dozens of the most active private equity and investment companies.
Reviews (9)
Dala Hedge
Nov 05, 2021
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My husband and I came into looking for knowledgeable Investment Advisors. I had done quite a bit of looking at reviews before contacting First State. I made one phone call and Sid answered the phone. He asked me a series of questions. Which was leading to see if he could help me or if I wasn't the right client for him. My husband and I made an appointment with Sid and Matt and they were truly a blessing! They are both down to earth and talked to us in terms where would could understand it. I would would recommend them to anyone.
Matt Ozgul
Oct 21, 2021
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Positive: Professionalism, Responsiveness, Value
Sid and Matt are both great to work with. Very helpful and knowledgeable in their respective areas. They follow up regularly and answer any questions regarding investments very well. They make it easy to understand even if you don’t have financial expertisez
Sid and Matt are both great to work with. Very helpful and knowledgeable in their respective areas. They follow up regularly and answer any questions regarding investments very well. They make it easy to understand even if you don’t have financial expertisez
Michael Gauldin
Oct 14, 2021
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I accompanied my mother, Lenora, to meet Sid and Matt. She had previously interviewed 10 investment advisors to no avail, but when we talked with Sid and Matt, that was all it took. My mother felt comfortable turning over her investments to them. We were impressed with their straightforward method of investing. They are the ultimate in professionalism and truly enjoy what they do.
Trevor Niemann
Sep 28, 2021
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I did a lot of research looking for a good financial advisor in Tulsa and after working with First State I can see why they have so many five star reviews on here. They are highly knowledgable, incredibly friendly, professional and will work with you to understand your current situation and then help in any way they can. Highly recommended.
Liz DeWitt
Sep 17, 2021
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Matt and Sid are very knowledgeable in stocks and investing. They take the time to walk you through the steps to investing. I moved my 401K without any prior knowledge or experience. Because a 401K company talked philosophy, so not thinking about whether this was a good idea. I fell for it. Sid has spent may hours with me educating me over the phone, how to talk the talk with investors. As well as Matt has implemented very good advice. As well as educated me about the current situation taking place with my portfolio. I have to tackle the situation I got myself in, a shark mentality, when dealing
John Thilges
Sep 15, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
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.
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.
Connie Greer
Sep 13, 2021
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I talked to Sid on the phone and I could not have asked for better customer service. He broke things down for me so I could easily understand it. He walked me through what I need to do to get a Roth IRA started, and explained that what we really need is a financial planner. He was very honest and said that he doesn't do that anymore but he really like me and is going to look into getting the software so he can help me and my husband. Tulsa peeps, who does that?! What a blessing this man is and if you need someone to manage your money, this is the place. Honest, straight forward, knowledgeable,
Austin Best
Sep 13, 2021
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I spoke with Matt on the phone seeking financial advisement and investment advice, and was blown away with how knowledgeable and genuine he was about helping. He very quickly assessed my situation, clearly explained every option available to me and made sure I understood the “why” behind every option, and expressed the highest level of professionalism throughout. I can’t praise them enough for the genuine help they provide. Highly recommend.
Jon
Jul 01, 2020
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I have been an extremely satisfied client since 2003. Sid and Matt have always been responsive to any questions or requests in same day. They have treated my portfolio as their own and bottom line is they get results with their approach to investing. I highly recommend giving them a call if you want to build your retirement investments. Being introduced to them in 2003 when I moved to Tulsa was one of the best business I have made.
