About Us
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
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.
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.
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.