PERSONALIZED INVESTMENT STRATEGIES

CONNECT

Address:

990 N. Main Street
Royal Oak, MI 48067

Phone:

248-543-3400

Fax/Other:

248-543-3402

About Us

Since 1996, M3 Investment Services Financial Professionals have years of cumulative experience in the industry working with some of the largest investment and insurance firms in the business. M3 Investment Services was formed because we felt we could better serve our community and clients as Independent Financial Professionals. All of us have a personal and professional stake in the business.

We can help you answer the questions you may have about your financial future, such as:

  • How much money will I need in order to retire?
  • How can I get the most out of my retirement plan?
  • When should I begin taking social security benefits?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance? Life insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

Our advisors 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.  We build our business slowly, primarily through referrals from satisfied clients.

GET STARTED WITH AN ADVISOR

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck