M3 Investment Services: Turning Modest Beginnings into Lasting Wealth
"When I started in this industry, no one was interested in doing financial planning for teachers and other working-class professionals," says Michael Pesendorfer, CRC®, president and principal of M3 Investment Services. "Back then, building a firm around clients who make $45,000 a year wasn't realistic. I saw things differently. Now, I have clientele where some are millionaires who started with us while working regular jobs. They can take care...
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