Request An Appointment

Please complete and submit the information below and we will contact you directly.
Please Fill In All Required Fields * Indicates required field - State is required
First Name:* Required Field
Last Name:* Required Field
Address 1:* Required Field
Address 2:
City:* Required Field
State:*         ZIP Code:* Required
Phone Number:* Required Field
Email Address:* Required Field
I'm looking for financial solutions, including:
Financial planning (how will I pay for college, retire comfortably, etc.)
Help picking the right mix of investments for my needs (stocks, bonds, mutual funds, etc.)
Help planning my estate and transferring wealth to my family
Help selecting investment strategies that let me save on taxes
Professional money management, in an investment style that's right for me
I expect to retire in:
I currently own or have owned the following types of investments:
Stocks Bonds (government, corporate or municipal)
Mutual Funds Annuities
Unit Trusts Money market funds or Certificates of Deposit (CDs)
Please use the space below to tell us any other information about yourself that will help us better meet your needs. (For instance, you might want to share financial concerns or goals like saving for a new house, or tell us about your personal interests.)
Required Field


  • To send an email that contains confidential information, please visit the Secure Message Center where there are additional instructions about whether to use Secure Email or Online Banking messaging.
  • The information provided on this website is not meant as a recommendation or endorsement of any specific security or strategy. An individual’s situation can vary; therefore the information provided above should be relied upon only when coordinated with individual professional advice.
  • Mutual funds, annuities, and other investment products:
    Not FDIC-insured May lose value No bank guarantee
  • Commerce Brokerage Services, Inc., Member FINRA/SIPC, is a wholly owned subsidiary of Commerce Bank. This site is not intended for use by, or to provide any information to, investors in any state where Commerce Brokerage Services, Inc. is not registered or in any jurisdiction outside the United States of America where such use would be prohibited or otherwise regulated. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.