There is no automated phone service, no figuring out which plan to pick on your own. Our advisors provide attentive, personal service to you.

Our Primary Purpose

M3 Investment Services was formed because we felt we could better serve our community and clients as independent financial professionals.

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.

All of us have a personal and professional stake in the business.

We focus on providing a culture of independence, transparency and client advocacy at M3.

Our advisors offer financial products and services through Lincoln Investment 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.

Client Centered

Our advisors 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?
  • Is it possible to make my investment income "inflation proof"?
  • 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?

Have a Question?

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