M3 Investment Services

M3 Investment Services We offer financial products and services tailored to your individual needs. All of us at M3 have a personal and professional stake in the business.

M3 Investment Services was formed in 1996 because we felt we could better serve our community and clients as independent financial professionals. All of us are committed to our clients’ well-being. M3 Investment Services is in the business for the long term and our reputation is our most valuable asset. We expect to serve our clients through their retirement years, helping them along their journey

as their needs change. We build our business slowly, primarily through referrals from satisfied clients. Contact us to learn more about how we can help you and your family. Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. M3 Investment Services and the above firms are independent and non-affiliated. The views and opinions expressed herein are those of the author(s) noted and may or may not represent the views of the Lincoln family of companies.

08/25/2026

Learn more about mid-summer market volatility in our latest Financial Pulse: https://bit.ly/3Sb5yf4

🎶 The summer finale is here! Tomorrow night, join us for FREE live music, country hits, Motown favorites, and plenty of ...
08/19/2026

🎶 The summer finale is here! Tomorrow night, join us for FREE live music, country hits, Motown favorites, and plenty of summer fun. Come out and enjoy the final concert of the season!

After tech and AI-focused stocks reached record highs, brief bouts of volatility and sector rotation emerged—leaving man...
08/14/2026

After tech and AI-focused stocks reached record highs, brief bouts of volatility and sector rotation emerged—leaving many investors wondering what steps to take next. Are you also wondering your next moves? Get more info in our latest Financial Pulse: https://www.m3advisor.com/blog/august-2026-financial-pulse

NAVIGATING MID-SUMMER VOLATILITY: FOCUSING ON FUNDAMENTALS Following a powerful rally in the first half of the year, markets experienced a mid-summer reset across July and early August. After tech and AI-focused stocks reached record...

🎶 Tonight! Wrap up the summer with an evening of roots rock, Americana, and soulful vocals in Downtown Royal Oak. Enjoy ...
08/13/2026

🎶 Tonight! Wrap up the summer with an evening of roots rock, Americana, and soulful vocals in Downtown Royal Oak. Enjoy the music free!

Join us tomorrow for an evening of community, fun, and support for the American Cancer Society! We hope to see you there...
08/11/2026

Join us tomorrow for an evening of community, fun, and support for the American Cancer Society! We hope to see you there!

08/07/2026

Not sure which type of life insurance is right for you? Start by learning the differences.

Tomorrow's forecast: great music and good vibes. Join us for a free night in Downtown Royal Oak! 🎷
08/05/2026

Tomorrow's forecast: great music and good vibes. Join us for a free night in Downtown Royal Oak! 🎷

We’re excited to once again support the Annual Metro Bureau Open Golf Outing as a proud sponsor! ⛳M3 Investment Services...
07/31/2026

We’re excited to once again support the Annual Metro Bureau Open Golf Outing as a proud sponsor! ⛳

M3 Investment Services is proud to support this outstanding event that brings together educators, local organizations, and community partners, all with the shared goal of supporting scholarships and strengthening public education.

Tomorrow, enjoy an evening of free live music featuring The Beggars WSG The Custodians and Sponge! 🎶
07/29/2026

Tomorrow, enjoy an evening of free live music featuring The Beggars WSG The Custodians and Sponge! 🎶

Congratulations to Melissa de Rozario on passing the CFP® Exam!This achievement reflects her dedication, expertise, and ...
07/27/2026

Congratulations to Melissa de Rozario on passing the CFP® Exam!

This achievement reflects her dedication, expertise, and commitment to helping clients pursue their financial goals. We are proud to celebrate this important milestone and look forward to seeing all she will continue to accomplish.

Address

Royal Oak, MI

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

Telephone

+12485433400

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