James Roumell

Investment Adviser Representative at M3 Investment Services - Royal Oak, MI, US

James Roumell's Colleagues at M3 Investment Services
Michael Cayen

Financial Professional

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Robert Bernhardt

Certified Retirement Counselor®

Contact Robert Bernhardt

Kasey George

Financial Advisor, Certified Retirement Counselor®

Contact Kasey George

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James Roumell's Contact Details
HQ
248-543-3400
Location
Jackson, Michigan, United States
Company
M3 Investment Services
James Roumell's Company Details
M3 Investment Services logo, M3 Investment Services contact details

M3 Investment Services

Royal Oak, MI, US • 20 - 49 Employees
Financial Services

M3 Investment Services financial professionals have over 65 years of cumulative experience in the industry working with some of the largest investment and insurance firms in the business. M3 Investment Services was formed because we felt we could better serve our community and clients as independent financial professionals. All of us have a personal and professional stake in the business.We offer financial products and services 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 expect to serve our clients through their retirement years. We build our business slowly, primarily through referrals from satisfied clients._______________________________________________________________________________________________________________The views and opinions expressed on this page are mine alone and do not represent the official views of The Lincoln Family of companies or any of their affiliates.No client was compensated to follow this page or connect with me. The appearance of those people that have chosen to follow this page or connect with me is not an endorsement of me, M3 Investment Services or The Lincoln Family of companies, or any of their affiliates. It is not known whether such individuals approve or disapprove of our services.Due to industry regulations, please do not post any comments on this page.Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, www.lincolninvestment.com. M3 Investment Services and the above firms are independent and non-affiliated.

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Details about M3 Investment Services
Frequently Asked Questions about James Roumell
James Roumell currently works for M3 Investment Services.
James Roumell's role at M3 Investment Services is Investment Adviser Representative.
James Roumell's email address is ***@m3advisor.com. To view James Roumell's full email address, please signup to ConnectPlex.
James Roumell works in the Financial Services industry.
James Roumell's colleagues at M3 Investment Services are Michael Cayen, Melissa DeSantis, Thomas Turchetti, Robert Bernhardt, Robert Koekkoek, Kasey George, Sheila Maxwell and others.
James Roumell's phone number is 248-543-3400
See more information about James Roumell