Curious how the market is doing? Here are 3 things to know about August market activity: 1) Strong month for large cap and international equities, despite early sell-off 2) Bond prices continue to appreciate with rate cuts imminent 3) More volatility experienced in the equity markets Check out Dylan's full recap in the video below! #marketupdate #marketactivity #financialsnapshot https://lnkd.in/e9ZB7qqg
About us
Enza Financial is committed to building and sustaining long-term relationships by providing bottom-line, value-driven programs for executive benefits, retirement planning, investments and insurance needs. Disclosure: Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Enza Financial, LLC. Enza Financial, LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
- Website
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http://www.enzafinancial.com
External link for Enza Financial
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Independence, Ohio
- Type
- Privately Held
Locations
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Primary
6450 Rockside Woods Blvd S
Suite 150
Independence, Ohio 44131, US
Employees at Enza Financial
Updates
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1 out of 3 families reported they would have financial issues within a month if the primary wage earner died. 46% of people say they are uninsured and even among those with life insurance, many say they don’t have enough coverage. Anytime is a good time to get coverage! Speak to an Enza representative today to learn more. #insurance #lifeinsurancemonth #lifeinsurance
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Celebrate National 401(k) Day by acting today! If you are not enrolled in your company retirement plan, take the time to enroll today. Consider increasing your retirement plan contributions if you have the capability. If your employer offers a matching contribution, try and contribute at least the minimum amount needed to get the full benefit (it’s free money)! Talk to an Enza representative today with any questions. #401kday #retirement #retirementplans
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Join us on September 20th at 10am for our next webinar, Preparing for Retirement, What You Need to Know, hosted by Scott Fischer. You don't want to miss it! #webinar #retirement #retirementplan https://lnkd.in/dWMWy3VY
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It's important to build an emergency fund for life’s unexpected turns. It's additionally important to clear debts and utilize workplace resources for personalized assistance on money management strategies. Where do you start? Contact one of our Enza representatives for help! #wellness #finance #wellnessmonth
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Did you know that financial wellness is only PART of your overall well-being? Strengthen your financial wellness by understanding your income and expenses, setting realistic goals, practicing wise spending, and regularly monitoring progress. Just remember, improving financial health is a marathon, not a sprint. #wellness #finance
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There is still time to register for our upcoming webinar! Elections Come and Go. Results Last a Lifetime will be held on August 23rd at 10am ET. Hosted by Scott Fischer, Principal at Enza Financial, with guest speaker Earnie Niemi, Retirement Plan Counselor at Capital Group. Register today! https://lnkd.in/eBgSshDb
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This year, Enza sponsored the 3rd Annual Alzheimer's Open which took place on August 7th. It was a beautiful day for golf! We were thrilled to see so many community members come together. Although the event was a great success, we are still working to reach our ambitious fundraising goal of $50,000. We are so close to achieving this milestone with only $10K to go! Your support could make all the difference. If you have not yet had the opportunity to contribute, we invite you to join us in making a meaningful impact. Donations close on 8/31! Your support will directly contribute to providing essential services to those in need and advancing critical research. https://lnkd.in/daDvjFc6.
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As a small business, we recognize the power we have to make a difference together beginning by giving back with intention. This means not only within our local community and nonprofit organizations, but also amongst our clients, prospects, and business professionals. We are proud to support the following nonprofit organizations. #charity #bethechange #makeadifference