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Investment Choices from HomeStreet Investment Services

  • Retirement Planning                                     
  • Insurance                         
  • Mutual Funds                   
  • Fee-Based Planning                                       
  • Brokerage Services                                          
  • Stocks/Bonds                                        
  • Annuities                              
  • Portfolio Evaluations                                  
  • Tax - Advantaged Investing*

*For a comprehensive review of your personal situation, always consult with a tax advisor. Neither Cetera Investment Services, nor any of its representatives may give tax advice.

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.