M3 Financial Information

M3 Financial is a firm with a significant history. Since 1989 it has served the needs of financial professionals offering expertise in the annuity and life insurance arenas. Renamed M3 Financial in 2007, the firm is currently owned by Michael Bartolotta, Michael Gordon, and Michael Blank. Today, M3 Financial continues to assist local producers with fixed annuity sales. However, the wholesale distribution model is its primary focus and the core of its business. M3 Financial is partnered with more than 50 independent brokerage agencies to assist them in their pursuit of sales growth in the fixed annuity marketplace. The principals of M3 Financial and its staff bring a unique blend of experience to the table. Michael Bartolotta’s diverse background ranges from his days in personal production to the successful launch, growth, and eventual sale of his former agency. Michael Gordon used his short stint in a home office to learn the brokerage business while earning his MBA and spring-board to the Chief Marketing Officer position of a large national insurance marketing organization. Michael Blank has successfully built a large brokerage insurance agency and offers a wealth of experience in sophisticated markets. In addition, the M3 Financial sales staff has experience in everything from field support to product development.