About Netzel Financial
Netzel and Associates is the premier retirement planning company serving the Metropolitan Phoenix area. Our goal is to take the mystery out of investing while we help to prepare you for your retirement, manage your risk, and preserve your wealth.
We don't believe in a "cookie-cutter" approach - no two situations are alike. We tailor your financial strategies to assist you in achieving your specific lifetime goals and objectives. This company was founded on our Safer Money Solutions motto, and we would love the opportunity to sit down and see if we could guide you to a safer financial future as well.
At Netzel and Associates our process reflects our commitment to safety and keeping it simple, with your goals always at the forefront. In order to introduce ourselves to one another, we'd like to invite you to attend one of our educational events. During our classes, we will share our Safe Money Solution philosophy and introduce you to our unique advantages as an independently owned and operated, boutique style firm. Being a boutique style firm simply means that we aren't constrained by large company politics and policies. It also means that we are free to work with many financial products and / or ideas traditional wire houses will not offer.
That's it... a simple approach through education. Complimentary educational events and complimentary confidential meetings with one of our advisors is how we work. Great deal right? If you feel this is a great way to determine if Netzel and Associates is right for you, please contact us as soon as possible to schedule your complimentary attendance to an upcoming class or to schedule a one-on-one meeting.
Our Strategy
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 the financial goals into reality.
To create and implement a plan that protects our clients from:
- Market Volatility
- Ravages of catastrophic healthcare
- Unnecessary taxes and waste of their money
Principles we live by
- YOU need to make the decisions on how YOUR money should be invested.
- YOU need accurate and timely information in order to make the best decision possible.
- It is OUR role to be your information source...to use OUR expertise to help you in your quest to meet your personal financial goals.
- WE will try our best to get to know you, but we do realize that we will never know you as well as you know yourself.
- WE are to make each meeting a learning experience for YOU.
- It is OUR responsibility to use our expertise to help you uncover areas where YOUR goals might be in jeopardy.
- WE must be available to YOU.
- WE must constantly work to maintain YOUR trust.
- WE must always work towards what is best for YOU.
Our Clients
As a gesture of appreciation to our clients, we enjoy giving back in as many ways possible. A few of those ways include: Educational classes, Shred parties, Charity Events, Client Birthday Parties and our annual Client Holiday Party that is sure to knock your socks off! Check out our events calendar for details.
Contact Us
Let Netzel & Associates provide you with your complimentary evaluation. Contact us by phone at Toll Free 800-311-9186 or 480-219-0657, by email at info@netzelfinancial.com or via our contact form.