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Business Profile

Disability Insurance

M3 Wealth
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(208) 542-1010Write a Review

About

Overview

M3 Wealth

3355 S Holmes Ave

Idaho Falls, ID 83404-7981

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Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed

Find a Location

M3 Wealth has 2 locations, listed below.

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    • M3 Wealth

      3355 S Holmes Ave Idaho Falls, ID 83404-7981

      BBB accredited business seal

    • M3 Wealth

      3904 Washington Pkwy Idaho Falls, ID 83404-7596

      BBB accredited business seal

    BBB Accreditation & Rating

    M3 Wealth is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    About This Business

    M3 Wealth offers business consulting along with Disability, Life, Long term care insurance and annuities.  

    BBB Accredited Since: 3/4/2019

    Years in Business: 28

    Products and Services

    Insurance, 401K Management, Budgeting, Charitable Giving, College Planning, Debt Elimination, Estate Plan Updates, Estate Planning, Financial Education, Financial Planning, Home Buying Guidance, Inflation Planning, Investment Essentials, IRA Management, Legacy Planning, Lending Services, Life Insurance, Long-term Care Planning, Market Volatility Strategies, Medicare Benefits, Portfolio Management, Real Estate Investment, Retirement Planning, Retirement Strategies, Risk Management, Social Security Optimization, Tax Diversification, Travel Budgeting, Veteran Benefits, Workshops, Yearly Financial Review

    Business Details

    Local BBB:
    BBB Great West + Pacific
    BBB File Opened:
    3/1/2019
    Business Started:
    11/27/1997
    Business Incorporated:
    11/27/1997
    Type of Entity:
    Corporation
    Alternate Names:
    American Marketing & Financial Group, Inc
    Business Management:
    Mr. Duane W Fugleberg Jr., President

    Additional Contact Information

    Principal Contacts
    Mr. Duane W Fugleberg Jr., President
    Customer Contacts
    Mr. Duane W Fugleberg Jr., President
    Fax numbers
    Primary Fax: (208) 528-9559
    Additional Phone Numbers
    Other Phone: (888) 688-0450
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Other Resources
    Idaho Department of Insurance
    700 West State Street
    Boise ID 83720
    Phone Number: 208-334-4250
    Fax Number: 208-334-4398
    http://www.doi.idaho.gov
    Business Categories
    Disability Insurance, Financial Planning Consultants, Life Insurance, No License Required Financial Consultants, Long Term Care Insurance, Project Management, Business Process Management

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