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Investments

Investment Professional Services

The Baker Boyer Investment Professional is experienced at incorporating cost-effective, productive investments into your portfolio that will help you achieve your unique financial objectives. This includes combining both the art and science of investing to guide you toward establishing and preserving your family’s financial legacy.

The key role of the Investment Professional is to work closely with you to develop a long-term, personalized investment strategy that will adapt with you all along your Life Journey, meeting your needs today and in the future, as your needs and goals change. Only by understanding you can we recommend the appropriate investment solutions.

Investing can be challenging, and we will bring clarity to those challenges with informed and sound investment strategies that are right for you. As an important part of your D.S. Baker Advisors team, Investment Professional Services include investment management, managed asset accounts, retirement planning, college savings accounts, insurance reviews, and other investment and financial strategies.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/ SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory Services may only be offered by Investment Adviser Representatives. Located at: 7 West Main St, Walla Walla, WA 99362, 509-525-2000

Click to view Cetera Investment Services Privacy Policy and other Important Information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.