Why Be Overwhelmed? We Can Help Manage Your Plan Options with Confidence and Clarity

Where are you starting from? What’s your vision? And what do you want to make happen? By understanding you, the M3 Financial team can offer guidance on employer-sponsored retirement plans, executive benefits, and life insurance. Sure, our valuable insight is based on lots of experience – but it’s insight that also keeps us nimble. That means you’ll have the advantage of innovative solutions and strategies to manage your fiduciary risk.

M3 Financial offers:

  • A comprehensive array of retirement plan and risk management services
  • Specialization in key industries and business segments
  • A commitment to addressing the financial aspects of risk
  • Strategies to deal with the fiduciary and financial exposures that impact your organization – and you

Peace of Mind With BrokerCheck

Brokers and investment advisers are qualified to perform certain tasks for clients, based on the exams they have passed and state licenses they hold.

FINRA's BrokerCheck provides an overview of a broker's work history, as well as brokerage firm history. Check out your broker now. . .


Securities and investment advice offered by licensed individuals through Coordinated Capital Securities, Inc. (CCS) Member FINRA/SIPC. Neither M3 Financial nor M3 Insurance are subsidiaries or control affiliates of CCS.

For more information regarding the professional background of CCS and its licensed individuals visit FINRA's BrokerCheck.