M3 Investment Services was formed in 1996 because we felt we could better serve our community and clients as independent financial
professionals. All of us at M3 have a personal and professional stake in the business. All of us are committed to our clients’ well-being.
We offer financial products and services tailored to your individual needs. M3 Investment Services is in the business for the long term and
our reputation is our most valuable asset. We expect to serve our clients through their retirement years, helping them along their journey as their needs change. We build our business slowly, primarily through referrals
from satisfied clients.
Contact us to learn more about how we can help you and your family.