Physician Services
A PRESCRIPTION FOR YOUR FINANCIAL HEALTH
As a busy physician, your demanding career can sometimes leave little time to manage your finances. Postponing a conversation about your finances erodes your most powerful resource for building wealth — time. That is why Commerce Trust developed an exclusive program for physicians that provides convenient access to sound financial guidance now and in the future.
COMMERCE TRUST OFFERS PHYSICIANS:
- Customized Private Banking services, including medical practice loans and unconventional mortgages
- Medical School Loan Repayment Advisory Services
- Financial planning
- Investment management and oversight
- Retirement planning
- Estate planning and protection
- Insurance
- Tax planning
AS A PRIVATE BANKING CLIENT, YOU RECEIVE:
- Transparent pricing
- Convenient, in-person meetings
- A complimentary financial health assessment
- A comprehensive fee review and competitive assessment of your investment accounts
- Introduction to tax and legal specialists
Request a call below to learn more about our services for physicians.
