Specialty:
“First State Investment Advisors is a local, fee-only financial advisory and financial planning firm that performs its own independent research and analysis to build personalized portfolios of the highest quality stocks in the world. Sidney Shupack is the President and Chairman of First State Investment Advisors. He graduated from the University of Oklahoma with a Bachelor of Business Administration and studied postgraduate law at the University of Tulsa. He began his career in 1959 as a broker with Walston & Co., and he worked as an investment research analyst with both A.G. Edwards & Sons and Merrill Lynch prior to founding First State Financial, Inc. First State Investment Advisors specializes in building high-quality, tax-efficient portfolios tailored to suit your unique needs and objectives. Because every individual requires individualized solutions, their comprehensive planning provides you the custom solutions you need to optimize your finances and achieve your goals.”
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