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
Choose from publicly traded securities, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), U.S. Treasuries, Brokered CDs, or unit investment trusts (UITs).
Explore the range of life insurance products available to you.
Chart your retirement plan with options and advice from Commerce Financial Advisors.
Pursue your business goals with help on everything from business investments to succession planning.
Preserve your wealth and goals for the future generations of your family.
Simplify the process of selecting and managing a diversified securities portfolio with a fee-based professional money management program.
Combine investing and banking features in one convenient account to simplify your finances and give you control.