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Investment Services

mBank offers investment services in collaboration with Mommaerts Mahaney Financial Services, Inc. and through SagePoint Financial, Inc. Together, mBank and Mommaerts Mahaney oversee your investment portfolio, with the goal to help ease day-to-day worries about market performance.

These services can help you build your wealth through a mix of personalized investment, tax planning and risk management strategies.
  • Investment management* 
  • Estate and tax planning
  • Retirement income and distribution planning*
  • Family wealth planning*

Interested in Becoming a Premier Client Services Client?

Contact Jason Rolling at 906.225.8713


*Jason Rolling is a Registered Representative and offers securities through SagePoint Financial, Inc. Member FINRA/SIPC. Jon Mommaerts and Joseph Tuccini offer securities and investment advisory services through SagePoint Financial, Inc. Insurance services are offered through Mommaerts Mahaney Financial Services. All listed entities are unaffiliated. SagePoint Financial, Inc. does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the states of (AK, AZ, CA, CO, DE, FL, IL, IN, MA, MI, MN, MT, NC, ND, OR, PA, TX and WI.) No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 

989 W Washington Street
Suite 101
Marquette, MI 49855
906-228-5564