Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

Address
119 N Main St , Fayette, MO 65248
Email
kyle.elliott@lpl.com
Website
commercialtrustfs.com
Phone
660-248-2222

Services

No single investment strategy or financial plan works for everyone.  My goal is to deliver highly individualized service that effectively addresses the complexity of your financial situation. Commercial Trust Financial Services will analyze where you are financially, where you want to go, and what matters to you the most. I can then help develop a strategic plan for your vision of the years ahead.  My level of service helps ensure that your questions are answered and that you have a thorough understanding of our recommendations. Contact me today to discover the value of experience, unbiased advice and personal service.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  The investment products sold through LPL Financial are not insured Commercial Trust Company deposits and are not FDIC insured.  These products are not obligations of the Commercial Trust Company and are not endorsed, recommended or guaranteed by Commercial Trust Company or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.Commercial Trust Company and Commercial Trust Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial registered representatives of Commercial Trust Financial Services may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, MO, OK

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