It was an honor to present this year’s Royal Oak Chamber of Commerce ‘Business of the Year’ award to a group of financial professionals who are making a difference in the lives of the clients they serve and adding value to the community of Southeast Michigan. Headquartered in Royal Oak, M3 Investment Services is the proud recipient of this award and could not be more thankful to be a part of such a great community.
M3 Investment Services was established in 1996 and found it’s home in downtown Royal Oak about six and a half years ago. Co-founder and President Michael Pesendorfer was so impressed with the culture and diversity of the area, that he made Royal Oak his home.
As an independent boutique firm, the 15 advisors at M3 Investment Services offer personalized financial advice to people from all walks of life and not just the wealthy or super-rich. The firm boasts an average of 20 years working experience in the industry and feels each client’s needs are easily matched to an advisor of their choice, given the diverse options.
In addition, they have a superb team of attentive support staff that take time to ensure each client’s needs are met, regardless of their net worth. Most the of the company’s clients are hard working professionals who are seeking financial advice and guidance on how to achieve their lifelong retirement goals with the savings and investments they’ve accumulated. The firm takes pride in offering customized financial plans to their clients and developing financial road maps to help clients have a clearer vision of their financial freedom.
Beyond offering wealth-building advice, M3 Investment Services has also contributed to strengthening the fabric of Royal Oak as a community. Clients from near and far may have attended the doctor-led wellness seminars on nutrition, healthy living, and memory loss; or maybe donated blood at one of the firm’s blood drives. Locals may have also enjoyed one of M3’s many summer events – sip and shred party, defibrillator coaching from EMS members, barbeque and refreshments, entertainment, and golf clinic. Just last month and during the Winter Blast event, you may have visited the M3 Outdoor Ice Rink at the western end of the Royal Oak Farmers Market.
Last October, in effort to help promote breast cancer awareness, you would have seen M3 team members donning pink as part of their attire. Leading them was Michael Pesendorfer who raised over $40,000 for the American Cancer Society through the ‘Real Men Wear Pink’ campaign. A noteworthy cause and effort.
For a better feel of the team, the firm’s philosophy and how they can possibly help you, please visit M3advisor.com and take a gander at the easy-to-read resources on budgeting, investing, retirement planning and other financial matters.
The award was granted during the 2022 State of the Chamber Awards Ceremony on March 14th, 2022 at the Churchill Community Education Center located at 707 Girard Ave in Royal Oak.
2022 Business of the Year winner nominated then chosen by a committee based on nominee's contributions to the Royal Oak community, volunteering, and involvement with the Chamber during the last 24 months. Working with an award winner is no guarantee of future success. Individuals should conduct their own evaluation.