Business Owner Advisory Services

What’s Next for You & Your Business.

Your business and personal financial planning go hand in hand. After all, you are building your business for you and your family. But like most business owners, you're too busy with day-to-day demands to navigate the complexities of planning for your financial future.

As the Leading Bank for Business*, Comerica understands these demands and that's why our Business Owner Advisory Services team works with your team of advisors to align your business and personal wealth goals for a solid financial future.

Financial Solutions:

Expand Your Business Plan Beyond Your Business.

It takes a dedicated team to build a successful business. You need an equally dedicated team to prepare your customized wealth plan – designed to help you manage and protect your personal wealth and the financial future of you and your family.

Prepare: As the leading bank for business*, Comerica has the resources and experience to prepare you for the inevitable challenges of managing business and personal wealth.

Plan: Our Business Owner Advisors work with you and your advisors to develop a strategy and create a customized plan for every stage of your business life cycle, your future and your family.

Protect: With over 168 years of experience, Comerica is here to help you protect what you've built, with comprehensive planning and strategic solutions.

Align Your Business and Wealth Plans Today

 Please call me. I want to speak with Comerica about my future.
 I want to receive Comerica Business Insights monthly emails.

Can't wait to start? Call us today:


Tools & Resources

Business Succession Plan Funding

Our Approach to Wealth Management | Wealth Planning | Insights

*Comerica ranks first nationally among the top 25 U.S. financial holding companies, based on commercial and industrial loans outstanding as a percentage of assets, as of December 31, 2016. Data provided by SNL Financial.

Comerica’s Wealth Management team consists of various divisions of Comerica Bank, affiliates of Comerica Bank including Comerica Bank & Trust, N.A., and Subsidiaries of Comerica Bank including World Asset Management, Inc.; Comerica Securities, Inc.; and Comerica Insurance Services, Inc. and its affiliated insurance agencies. World Asset Management, Inc. and Comerica Securities, Inc. are federally Registered Investment Advisors. Registrations do not imply a certain level of skill or training. Comerica Bank and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.

Non deposit Investment products are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by Comerica Bank or any of its affiliates; and are subject to investment risks, including possible loss of the principal invested.