Sunday, May 20, 2012
Home
This text is replaced by the Flash movie.

Welcome

CoupleNetzel and Associates is a Full Service Financial Advisory firm specializing in Retirement Income, 401(k) Rollovers, and Tax-Reduction Strategies for retirees and pre-retirees. With over 23 years experience in the financial industry, our founder Steven "Steve" Netzel has been committed to helping our clients achieve financial independence through comprehensive and customized plans aimed at growing and preserving their hard-earned assets.

Our Mission

  • To help our clients build, protect and preserve their assets.
  • To take the mystery out of investing while we help you prepare for your retirement, manage your risk, and preserve your wealth. Based on our safer money philosophy and integrity based relationships, our ultimate desire is to help guide our clients to a safer financial future.
  • To help individuals in or near retirement grow, protect and preserve their assets for themselves and future generations.

Our Services

We strive to help our clients achieve their financial goals while reducing and or eliminating risk, understanding alternatives that may be available to them and minimizing costs in making your financial goals a reality. Our services include:

  • Retirement Planning
  • Pre-retirement Planning
  • Estate Planning
  • Portfolio Review
  • Long Term Care Analysis
  • Required Minimum Distribution Strategy
  • Roth IRA Conversion Strategy
  • Income Planning
  • Tax Reduction Planning
  • Social Security Tax Analysis
  • Life Insurance Analysis

Find our how we can help you

Contact Us

Let Netzel and Associates provide you with your complimentary evaluation.  Contact us by phone at Toll Free 888-311-9186 or 480-219-0657, by email at info@netzelfinancial.com or via our contact form.

 


Disclosure

Securities and advisory services offered through Madison Avenue Securities, Inc. (MAS), a registered investment advisor, member FINRA & SIPC . MAS and Netzel & Associates are not affiliated companies.   

BBB LogoEthical Arizona      CCC Logo    NEB Logo     Rotary International   

 

The Better Business Bureau, Chandler Chamber of Commerce and National Ethics Bureau are paid for memberships.  Rotary International is a volunteer service membership.

Copyright 2010 by Netzel & Associates. All rights reserved.