2021 will be an auspicious year as M3 Investment Services proudly celebrates 25 years of our advisors offering clear, quality investment options with highly personalized service. M3 Investment Services was formed in 1996 with the belief that everyone should have access to quality products and quality service. During our tenure in the financial services sector, we’ve stayed committed to that belief and have embedded it into every aspect of our business. As a result, we’ve had the privilege of building long-term relationships with our clients, now managing over $500 million in assets and serving clients through all stages of life.
With our anniversary comes the opportunity to reflect on, reimagine, and expand our services to better address the evolving needs of our clients. We are pleased to unveil new branding, which includes a freshly designed M3 logo that compliments the innovative approach we apply to financial planning. Our 25th anniversary seal will be proudly displayed through the year symbolizing our long-lasting commitment to our clients and community.
We have refreshed our website, adding informative articles, newsletters, and videos that help investors better understand financial basics. At M3 Investment Services we know knowledge, education and experience make a difference in how you invest; sharing our knowledge is a vital part of our commitment to giving back to our community, and our desire to make it stronger and more prosperous. As always, you can still count on having secure account access 24/7, now with even more value and service options.
At M3 Investment Services, we offer free financial plans to all our clients, an offering that is not often found in our business, but one that we see as essential to helping our clients achieve their dreams. Our advisors work with you to give you a clear, concise, and personalized financial plan based on your goals, expectations, and concerns regardless of your stage in life.
Additionally, you can now add on advisory services for your State of MI 401k/457 plan. Through Lincoln Investment, our advisors can open the door to thousands of options for your retirement while keeping your money in your state plan, meaning you get more choices but less stress in navigating them.
The professional, independent advisors at M3 Investment Services have carried on their founders’ vision through their dedication to our clients both at work and beyond. They are deeply rooted in our local community: Volunteering with homeless shelters, coaching the local youth hockey league, being active members of The Junior League of Detroit, supporting multiple educational foundations, volunteering at their church, and a whole host of other community enrichment work. They are parents, uncles, aunts, spouses, grandparents, foster parents, good friends, and friendly neighbors who would go the extra mile to help out without a second thought. Our advisors are the heart of M3, and we couldn’t have gotten to where we are today without them. You can trust them to help you create a holistic financial strategy for the life you’ve always imagined for you and your family.
We hope you’ll join us in celebrating the accomplishments of the past 25 years and cheer us on as we move forward into the next 25. Keep up with what we’re doing on Facebook and LinkedIn, and sign up for our monthly Financial Pulse newsletter for financial information, education, and news you can really use.
Finally, we want to thank you, our clients, for entrusting us with your financial wellness. You’re the reason we come to work ready to take on the day and leave feeling like we’ve made a difference. Our continued promise to you is simple: We give you quality investment guidance with highly personalized service, every time. Thanks for coming on this journey with us. The best is yet to come.