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WHO WE ARE

We are a team of financial professionals who feels everyone deserves quality investment products without sacrificing highly personalized service. 

M3 ADVANTAGE

At our firm, we have the client—and only the client—in mind.
  • Boutique firm of independent financial advisors which means you have access to a wide variety of products and solutions
  • Complimentary financial plan available to all clients
  • Objective guidance and counsel to address your financial goals and challenges with practical solutions
  • Tools to properly plan for the impact of inflation, social security changes, and unexpected costs
  • Partnership with an advisor who cares about all your financial needs and acts in your best interest

PRESIDENT & PRINCIPAL

Michael Pesendorfer, CRC®

President

248-543-3400

248-543-3402

MPesendorfer@M3Advisor.com

Michael Pesendorfer founded M3 Investment Services with Michael Bernhardt in 1996 in order to provide access to quality financial advice and products to their community. Michael grew up in Michigan and followed in his father’s...

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FINANCIAL ADVISORS

Alex Rasky

Alex Rasky

Financial Advisor

248-543-3400

248-543-3402

Alex Frere

Alex Frere

Financial Advisor

248-543-3400

248-543-3402

Christine  Fogg, CRC®

Christine Fogg, CRC®

Certified Retirement Counselor® and Financial Advisor

248-543-3400

248-543-3402

James Roumell, CRC®

James Roumell, CRC®

Certified Retirement Counselor® and Financial Advisor

248-543-3400

248-543-3402

John  Cruse

John Cruse

Financial Advisor

248-543-3400

248-543-3402

Mary M. Orth

Mary M. Orth

Insurance Representative

248-543-3400

248-543-3402

Michael Cayen, CRC®

Michael Cayen, CRC®

Certified Retirement Counselor® and Financial Advisor

248-543-3400

248-543-3402

Michelle Tomei, CRC®

Michelle Tomei, CRC®

Certified Retirement Counselor® and Financial Advisor

248-543-3400

248-543-3402

Robert Bernhardt, CRC®

Robert Bernhardt, CRC®

Certified Retirement Counselor® and Financial Advisor

248-543-3400

248-543-3402

ADMINISTRATIVE STAFF

MUSKEGON, MICHIGAN

Robert Koekkoek, CRC®

Robert Koekkoek, CRC®

Certified Retirement Counselor® and Registered Representative

231-722-9017

231-322-5905

The complexities surrounding investment options, fees, and tax implications can be overwhelming.

M3’s advisors are qualified to help you make more informed decisions about your investment needs. If you are wondering if you are on the right track for retirement, or don’t even know where to begin, a financial plan and professional advice can help you. Take control of your financial future and arm yourself with the information you need.

Talk to an M3 advisor. No cost, no obligation.