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Should You Tap Retirement Savings to Fund College? A Bucket Plan to Go with Your Bucket List It May Be Time for a Financial Checkup

EXPECT MORE: We believe everyone should have access to quality investment products and quality service.

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FINANCIAL NEWSLETTER 

Enjoy reading our Financial Newsletter. It includes a market overview, interesting statistics and articles on various topics.

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DON'T SETTLE FOR AVERAGE

No automated phone service, no figuring out which plan to pick on your own... M3 provides real, live financial guidance.

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COMPLIMENTARY FINANCIAL PLAN

Every single one of our clients has access to a complimentary financial plan and an attentive financial advisor. LEARN MORE

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ARE YOUR FINANCES GETTING THE ATTENTION THEY NEED?

Whatever stage of investing you are in – accumulation, transitioning to retirement, or living in retirement – we can help.

Working with an independent financial professional allows you to access advice and strategies focused on your specific goals and not be pigeonholed into limited product options. Your M3 advisor will guide you through your choices.

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LOCAL AND ACCESSIBLE

We are dedicated to helping you create a financial strategy to plan for the life you've imagined for you and your family.

M3 Investment Services is deeply committed and rooted in our local community. Talk with us to see the difference in the service and products we offer.

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