M3 Financial Services, Llc
M3 FINANCIAL SERVICES, LLC Securing Your Financial Freedom *Dental, Health, Life Insurance *Investments *Disablity *Debt Elimination M3 Financial Services,LLC is a full service Wealth Management Company in the state of North Carolina. Our Staff is oriented toward personal service, always friendly, and eager to help. As an Independent Financial Broker, we do not work for any one company, but we work for YOU, our client. We represent many of the high rated companies and can find the best possible solution for you our client based on your specific need. If you are looking for a company that puts you first, then M3 is your answer. We take into consideration our clients need to operate their lives or business with the least amount of disruption within their structure. That's why we provide solutions to assist in your current plans without reconstuction of those plans. Our main goal is not to tear down the building blocks of our clients progress but to find a place where we fit within these areas: Debt Elimination Insuring Your Assets Wealth and Legacy Planning Our success stems from our experience and a moral obligation to let our clients understand the advantages in the benefits we provide. Shelia Morgan-Anderson Executive Benefit Director sma@m3fsvs.com Michael Colon Sr. Account Executive mcolon@m3fsvs.com Ketarius Bunn Benefit Assistant Agent kbunn@m3fsvs.com Myles Keeys-Turner Individal Benefit Agent mkeeysturner@m3fsvs.com
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11 to 50 range
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Distinct roles
2
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Top roles at M3 Financial Services, Llc
2 distinct titles indexed · top 2 shown.
- 1accountant
- 1executive benefit director
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