Firm Disclosures
Investment Advisor Information
Enza Financial LLC – ADV Part 2A
Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA.org / SIPC.org. Investment advisory services offered through Enza Financial, LLC, a registered investment adviser. Please click the link above to “Enza’s Form CRS” for important information about Enza Financial, LLC. Insurance services offered through Enza Insurance, LLC, a licensed insurance agency. Enza Financial LLC and Enza Insurance, LLC are not affiliated with M Holdings Securities, Inc. and are independently owned and operated. Check the background of these firms and/or investment professionals on FINRA’s http://brokercheck.finra.org/ and https://insurance.ohio.gov/agents-and-agencies. Enza Insurance LLC is a member firm of M Financial Group. Please go to http://www.mfin.com/ and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. MHS B/D and/or RIA For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. Tracking # 4446536.1