Taking Stock - Episode 6
Baker Boyer VP and CIO, John Cunnison and VP and Director of Financial Planning, Brian Bruggeman connect in this rapid-fire periodic segment on relevant investment news.
Wealth Management
Investment Services
The Baker Boyer Advisor 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.
Advisors will 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.
Financial Intelligence for Investments
Here are recent Financial Intelligence articles in which our Executives and Advisors share insights about topics that we think will help you make better financial decisions.
