Broker Check

M3 was recently featured in Kiplinger about their individual approach to investing

| August 14, 2019
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By building a platform emphasizing education, not sales, M3 has helped their clients find solutions that best meet their individual needs.

M3 offers a complimentary comprehensive financial plan to all clients without excessively high investment thresholds. Their advisors believe everyone should have access to quality products and quality service – not just those who pay a premium. 

With a foundation based on personal relationships, M3 advisors see their role as a coach - to educate, encourage and guide. And always putting the best interests of their clients first.

>> Read more about our individual approach to investing on

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