About Us

 

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The Commerce Difference 

For over 35 years, Commerce Financial Advisors has been committed to working with clients to help them realize their dreams and reach their financial goals. Our network of registered Financial Advisors provides a local specialist who works with you to create personalized investment and insurance strategies that meet your specific needs. Your Commerce Brokerage Financial Advisor will work with you to:

  • Understand your current financial picture, including your risk tolerance
  • Identify your personal and financial goals
  • Offer customized investment and insurance strategies and high-quality solutions to address your goals
  • Build a relationship that keeps your financial plan on track over the long term

Commerce Financial Advisors to join the LPL Financial Institution Services platform. 


November 22, 2022

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Variety of Investment and Insurance Products

In addition to investments, retirement and insurance services, Commerce Financial Advisors offers additional products and services to help meet both your short-term and long-term goals.

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Investments

Choose from publicly traded securities, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), U.S. Treasuries, Brokered CDs, or unit investment trusts (UITs).

ANNUITIES

 Learn how variable or fixed annuities can help you reach your goals.  

Insurance Solutions

Explore the range of life insurance products available to you.

 

 

 

Retirement Plans and Rollovers

Chart your retirement plan with options and advice from Commerce Financial Advisors.

Small Business Solutions

Pursue your business goals with help on everything from business investments to succession planning.

ESTATE PLANNING

Preserve your wealth and goals for the future generations of your family.

 

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Professional Money Management

Simplify the process of selecting and managing a diversified securities portfolio with a fee-based professional money management program.

Cash Management Account

Combine investing and banking features in one convenient account to simplify your finances and give you control.