No automated phone service, no figuring out which plan to pick on your own. the advisors at M3 provide real, live financial guidance. Every single one of our clients has access to a complimentary financial plan and an attentive financial advisor. Whatever stage of investing you are in - accumulation, transitioning to retirement, or living in retirement - we can help.
Working with an independent financial professional allows you to access advice and strategies focused on your specific goals and not be pigeonholed into limited product options. Your M3 advisor will guide you through your choices. Our advisors are dedicated to helping you create a financial strategy to plan for the life you've imagined for you and your family.
Working with an independent financial professional allows you to access advice and strategies focused on your specific goals and not be pigeonholed into limited product options. Your M3 advisor will guide you through your choices. Our advisors are dedicated to helping you create a financial strategy to plan for the life you've imagined for you and your family.
Services
M3 Investment Services was formed because we felt we could better serve our community and clients as independent financial professionals. Our advisors offer financial products and services through Lincoln Investment tailored to your individual needs. M3 Investment Services is in the business for the long term and our reputation is our most valuable asset.
We are a team of financial professionals who feels everyone deserves quality investment products without sacrificing highly personalized service. Partnership with an advisor who cares about all your financial needs and acts in your best interest.
Michael J. Pesendorfer is one of the founders of M3 Investment Services in Royal Oak, Michigan, a firm that provides quality, sophisticated financial planning and advice for all investors, regardless of their stage in life.The complexities surrounding investment options, fees, and tax implications can be overwhelming.
Michael J. Pesendorfer is one of the founders of M3 Investment Services in Royal Oak, Michigan, a firm that provides quality, sophisticated financial planning and advice for all investors, regardless of their stage in life.The complexities surrounding investment options, fees, and tax implications can be overwhelming.
At M3 Investment Services, we believe everyone should have access to quality products and quality service - not just those who pay a premium. Every single one of our clients has access to a comprehensive financial plan at no additional fee. Our advisors work with you to give you a clear, concise, and personalized financial plan based on your goals, expectations and concerns.
Lincoln Investment Planning, LLC (Lincoln Investment), as your broker/dealer, has changed the custody and clearing arrangements on your account(s) from Pershing LLC to Lincoln Investment's self-clearing and custody platform. You will need to register with the new Lincoln Investment investor site even if you have previously registered.
For investors who lack the time required to select, maintain, and regularly monitor an appropriate combination of investments, our advisors have access to professional portfolio management services that can help. Why try to invest alone when you could have a team of experienced professionals continually monitoring your investments?.
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