Bryon Holz & Associates |
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Michael BehlUnit Leader
Phone: 813.933.1585
Mike started his financial services career in 1993, and has been with the same firm ever since. With over 30 years as an educator, Mike’s background is well-suited to helping his clients learn how to plan for their financial future. Having been recognized with the Governor’s award* for excellence in economic education, Mike views his practice as a natural extension of his many years of teaching, and focuses on assisting members of the Florida Retirement System and DROP participants. As an independent advisor and member of the National Association of Insurance and Financial Advisors (NAIFA), Mike is committed to serving the investment and insurance needs of his clients from among the hundreds of products and services that are available to him.
Give Mike a call today to schedule your financial check-up!
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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*Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA & SIPC and a registered investment advisor. Fixed and/or Traditional Insurance Services may be offered through Bryon Holz & Associates, which is not affililated with SagePoint Financial or registered as a broker-dealer or investment advisor. SPF does not give tax or legal advice. This communication is strictly intended for individuals residing in the states of FL, KY, MO, and NC. 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.
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