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<span>Our</span> Financial Services

Our Financial Services

Invest with Integrity

med_art2At Baker, Brose & Mitsutome, we believe that strong and lasting client relationships are built on trust; on the sure knowledge among our clients that we will always offer independent and unbiased advice; on the clear understanding that we will deliver on our commitments. We develop and maintain this trust by conducting our business with honesty, sincerity, and integrity and by making the best interests of each client our first priority.

Our advisory team brings extensive fiscal, governmental, and policy backgrounds combined with our cutting-edge research practices in order to identify and surpass your financial goals.

In uncertain times it’s important to have a team of professionals to constantly manage your long-term strategy and investments.

We specialize in:

Financial Planning

Understanding your needs, applying and constantly evaluating market conditions, and making investment adjustments as economic or lifestyle conditions warrant.

Retirement Planning

No matter what stage in life you’re in we are here to help you plan for a successful retirement. We handle all paperwork and make the process simple for our clients including those with 401(k), 403(b), 457, Roth, and IRA rollovers.

Portfolio Management

We can rebalance your portfolio based on your strategic goals. We allocate your assets for long and short-term needs.

Real Estate Investment Trusts

Those looking to invest in commercial real estate trusts can talk with us on current and upcoming investment opportunities. We can help you determine if this would be a good fit for your investment strategy.

Business/Employee Services

We are able to help businesses invest for their employees future. If you are an employer wanting to add cost effective investments be sure to talk to us about our services that can be tailored to your business and employees needs.

Personal Level Service & Support:

Valued Clients

The team at Baker, Brose & Mitsutome is dedicated to your success. We utilize the latest research and analytics to evaluate investment opportunities. We provide our clients with 24/7 account access to track your investments and we take care of the details. We pride ourselves in serving our clients needs and are willing to meet with you to go over your account and discuss your long-term plan.

Call Today!

Get a free evaluation and discuss how we can help develop a financial strategy for your goals. We’re here for you. Call us today at 925-300-3222.