A Team That Shares Your Values.

Welcome to Commercial Trust Financial Services – your local financial planners committed to supporting mid-Missouri’s growth and prosperity.

As neighbors and friends, we understand the value of local businesses and the dreams of our fellow community members. That’s why we go beyond conventional financial planning and investing. Our focus extends to tax planning for the businesses down the street, saving for our friends’ children’s college education, and ensuring a secure retirement for beloved community members.

As a small-town firm, we take pride in fostering strong relationships with our clients. We believe in personalized financial strategies that align with your unique goals. Whether you’re a local business owner seeking growth or a family planning for the future, we’re here to provide expert guidance every step of the way.

Our dedication to the community goes beyond our services. We actively engage in supporting local charities and initiatives to make a positive impact on the lives of our neighbors. When you choose Commercial Trust Financial Services, you’re not just choosing a financial advisor – you’re becoming a part of our close-knit family, working together towards a prosperous future for Mid-Missouri.

Services

Financial Planning

At Commercial Trust Financial Services, our professional financial planning services are designed with a small-town charm to help you navigate the complexities of money management, ensuring a secure and prosperous future for you and your family.

Retirement Planning

Embrace your golden years with confidence and peace of mind. Our retirement planning experts understand the unique needs of our close-knit community, offering tailored strategies to help you achieve your retirement goals while enjoying the charm of small-town living.

Investment Management

Let our seasoned investment team preserve and grow your wealth while embracing the essence of our local community. With a deep understanding of the town’s businesses and opportunities, we’ll craft investment plans that reflect your values and aspirations.

Business Ownership

As fellow entrepreneurs, we know the challenges and rewards of local business ownership. Our specialized services cater to small businesses, helping them thrive and contribute to the fabric of our vibrant town.

Estate Planning

Safeguard your legacy and ensure your assets are handled according to your wishes. Our estate planning services combine professionalism with a personalized touch, giving you peace of mind knowing your loved ones are taken care of.

Tax Planning

Navigate the ever-changing tax landscape with our expert guidance. We’ll help you make the most of tax-saving opportunities, keeping more money in your pocket to support your family and give back to our community.

Cash Management

Ensure you’re allocating your conservatively-earmarked cash toward the appropriate money markets and less-volatile fixed income investments, so it can work smarter, not harder before you need it.

Risk Management

Our risk management services combine professional expertise with the caring spirit of our community. We’ll work closely with you to identify and mitigate potential risks, ensuring your financial well-being is protected, and you can enjoy the simple joys of small-town living without unnecessary concerns.

Let’s get in touch.

Give us a call, or submit the form below and a member of our team will reach out shortly.

Locations

Commercial Trust Financial Services
119 N Main Street
Fayette, MO 65248

Convergence Companies
3919 S Providence Road
Columbia, MO 65203

Securities offered through LPL Financial Member FINRA/SIPC. Investment advice offered through Convergence Financial, LLC, a registered investment advisor. Commercial Trust Financial Services and Convergence Financial, LLC are separate entities from LPL Financial. Securities offered through LPL Financial Member FINRA/SIPC. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Convergence Financial, LLC or LPL Financial.