Netzel Financial Employee Directory
Financial ServicesArizona, United States2-10 Employees
Netzel Financial is a financial services firm based in Chandler, Arizona, founded in 2004 by Steven M. Netzel. The company focuses on helping individuals who are nearing retirement or considering early planning for retirement, with an emphasis on creating stable income streams to ensure money lasts during retirement. It provides financial strategy and asset management services designed to present clients with a comprehensive view of their finances and how retirement assets interact within their overall portfolio, often coordinating with tax professionals or attorneys in its network. Positioned within the financial services industry, Netzel Financial operates as a fiduciary, aiming to tailor retirement planning to retiree needs and to support clients in structuring portfolios that align with long-term financial goals. The firm emphasizes collaborative planning and integrates guidance that considers a client’s broader financial picture, including coordination with other professionals when appropriate. Its small team size in Sun Lakes, Arizona, suggests a personalized approach to financial strategy and asset management.
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