Reviews for M3 Wealth

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  • December 2024

    My husband and I are in our 60s, semi-retired engineers, and have 2 adult children. We recently met with Duane Fugleberg at M3 Wealth to explore options to improve our current and future financial situation, both personal and business. I met Duane probably 20 years ago when in search of help and advice with a financial "crunch" that had come up for which none of our bankers, lenders, or investment advisors could help. Duane solved that particular problem and has since helped us with others.
    This past visit gave us some options and hope, once again!
    I thought I was on the right path. I never knew how much I didn't know about such important... read full review

  • August 2024

    We were 7 years from retirement when my husband lost his job that he had been at for 28 years. Our future looked bleak. An answer to our prayers came in the name of Duane Fugleberg. We attended a seminar of his that talked about retirement and money management. It gave us hope. We met with Duane and he helped us manage our accounts and gave us options so we could still grow our retirement even without a job. Now we have peace of mind knowing we are still on track for our retirement years. The 3M Wealth team was very professional and not pushy. We highly recommend Duane Fugleberg and 3M Wealth Financial. We always felt like they were doing what was best for us,... read full review

  • July 2024

    We met Duane at a Social Security/Medicare workshop. We soon realized that he had a wealth of knowledge and was genuine in his desire to help people. Duane is remarkable in his financial insight, and did not pressure us in any way as he used his knowledge and tools to help us prepare for retirement planning. He is honest and personable and is willing to share so much of his knowledge about finances. Our only regret is that we didn't meet him years ago. We can't say enough about how impressed we are with Duane and M3 Wealth.
    Craig and Saroya Davis

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    M3 Wealth

    3904 Washington Pkwy, Idaho Falls

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