Comerica's Services for Professional Advisors

Guide and protect your clients with expert strategy, advice and planning with Comerica.

As a Professional Advisor, you work hard to guide and protect your clients with expert strategy, advice and planning.  Comerica’s services and resources can help you bridge the gap between where your clients are and where you want them to be. Think of us as an extension of your team, an added resource, and together we can take your clients to the next level with solutions and tools that complement your services, to help them reach their financial goals.

Wealth Planning

Whether your clients’ needs are simple or complex, arise from business ownership, executive compensation, or retirement planning, a comprehensive wealth plan from Comerica's team of experienced wealth professionals is essential to your clients' ultimate financial success.

  • Business Succession Planning
  • Estate Planning
  • Investment and Portfolio Reviews, Asset Allocation
  • Wealth Protection, Charitable Giving
  • Retirement and Executive Compensation

Contact a Comerica Wealth Planner

Trust

With trust powers in all 50 states, we partner with you, the advisor, and your clients to customize a plan that will effectively manage the complex aspects of their trust and estate needs, while accommodating any special provisions they may have.

  • Trust and Estate Planning, Custody and Administration
  • Charitable and Philanthropic Planning

 


 

Learn More About Comerica Trust

Banking & Lending

Comerica has a long-standing history of partnering with business owners and personal wealth clients, and the professional advisors who serve them. As the leading bank for business1, Comerica offers customized lending solutions tailored to meet your clients’ personal needs, passions and financial status, as well as solutions for business owners and their unique financial and banking needs. 

 

Talk to a Banking Professional

Investment Advisory

For over 168 years, we have worked with clients and their advisors on crafting a well-defined process and investment philosophy to help weather ever-changing market climates and unnecessary risk. Comerica’s team gives you access to advisory services to help your clients develop an investment plan tailored to ensure long-term perspective and adherence to your clients' stated goals as investment decisions are implemented.

 

Connect With a Business Advisor

Put an entire team behind your team today. 

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Or contact Comerica at 888.404.6961


Tools & Resources

Financial Commentaries | Economic Insights

 

Comerica Bank.  Member FDIC. 

Equal Opportunity Lender. Loans subject to credit approval.

1Comerica 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.