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HomeStreet Investment Services – Your trusted partner for Investment Services

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When making personal financial  decisions, it’s crucial to have a trusted financial partner. HomeStreet Investment Services gives you advice and offers a choice of investment benefits. Our registered representatives have skills and experience to help you pursue your investment and wealth management objectives. Basically, they’re smart and they care.

Our success is based on understanding your unique financial needs. We listen and we ask a lot of questions. We’ll work with you to develop a personalized strategy and create a diversified portfolio just for you. Then we stay in touch. We involve you at every stage of implementation and ongoing review. Our goal is to help you to realize your financial dreams.

Check the background of our investment professionals on FINRA’s BrokerCheck.

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/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Registered Address: 601 Union Street, Suite 2000, Seattle, WA 98101

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.