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 footsteps by beginning his career as an insurance agent in 1984. Michael became a financial advisor to provide guidance on a wider variety of investment options, and he became increasingly aware of an underserved group of investors. He discovered that many workers, such as school teachers, were limited to selecting from a short list of annuities in their retirement plans. M3 was established out of the desire to give all investors access to a broad variety of investment options to meet their unique needs and future goals.
M3 has grown to help thousands of investors who desire a high level of attentive, personal service. The company is guided by the same core beliefs and principles that have attracted investors since 1996 and provides access through Lincoln Investment to expanded financial products, technology, and tools to help clients plan for their future. M3 advisors are available to anyone who wants to save for retirement, college funds, or other investments.
Michael believes in educating clients on the basics of financial products so they can have greater insight into their planning process. Michael taught a financial course for three years at Schoolcraft College in Livonia as part of their continuing education to teach more people about investment basics. Michael has a great respect for Michigan’s teachers and school employees and has built a team of advisors who specialize in the unique aspects of the 403(b) retirement plans. Michael has been a member of the Michigan School Business Officials (MSBO) since 2002 and a long-time partner of the Metro Bureau.
Outside of the office, you will find Michael enjoying the outdoors and exercising. He has a son who is currently finishing his degree at the University of Wisconsin and is starting his career as an equity research analyst at a large asset management firm.
2017 NTSA Elite Advisor Semi-Finalist
The NTSA Elite Advisor Award is an annual member recognition program that has been established to honor advisors who have helped shape best practices in serving clients in the 403(b) and/or 457 retirement industry, as well as to acknowledge their specific accomplishments and/or contributions. The NTSA Elite Advisor Award recognizes the very best advisor members of NTSA who have done the most to help individual plan participants accumulate assets for retirement. The focus is on advisor best practices for advocacy, leadership, practice management and legacy within the 403(b) and/or 457 retirement industry, directly impacting the ability for Americans to build a successful retirement, especially through retirement plans. In addition, the NTSA Elite Advisor Award proclaims to the industry, to the federal, state and local legislatures, and to the public that the NTSA and its advisors — as trained, experienced professionals — are critical to helping Americans in the non-profit sector achieve individual retirement security. Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.
2015 Fred Neuburger Memorial Award
The Fred Neuburger Memorial Award is given to a financial advisor who demonstrates professionalism, courage, diligence, vision, generosity, and always puts the client first. The award was given by The Legend Group each year to one of its advisors. The criteria is the “demonstrates professionalism, courage, diligence, vision, generosity part”. The receiver is selected by management and by advisor peers.
2015 Steve Hitchcock Service Award
Novi Educational Foundation award for service contribution.
Clintondale Community Schools Wall of Honor
Awarded to Clintondale High School alumni who have a notable career or have made a contribution to his or her community.