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Manager Overview
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Netzel and Associates is a Full Service Financial Advising office. We pride ourselves on working with each individual as a unique situation and making the future better for each individual. No 2 situations are alike and not all clients and prospective clients need or want the same products or results. |
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Experience & Disclosure
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Work Experience:
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I have over 21 years experience in the Insurance and Financial Services industry. I started in this industry working with large financial service companies to provide everything from 401k planning, retirement planning, liability risk assessment, business succession plans, closely held corporations being transferred from one generation to another, health and long term care coverage and so much more. This past experience led me to evolve into my own independent financial services practice wherein customer service is our top priority and personal one on one advice is the key to our clients reaching their personal and business goals.
Do you have unsolved questions in your Financial Puzzle? Call today for your complementary evaluation!
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Academic Background:
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University of Northern Iowa in Cedar Falls, IA. |
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Services
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Types of Investments:
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Adaptive Investment Management Programs to help the clients withstand the ebbs and flows that the economy can bring. Real Estate Investment Trusts, Oil and Gas Opportunities, Market Linked CD's, Fixed Annuities, and so many more. |
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Qualifications
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Certifications, Accreditations and Designations:
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Member of the National Ethics Bureau, Accredited Member of the Better Business Bureau for Northern and Central Arizona, Member of the Chandler Chamber of Commerce and Member of the Sun Lakes Rotary Club.
Life and Health insurance licensed in AZ, NM, CO. Series 7 and 66 licensed. Securities and advisory services offered through Madison Avenue Securities, Inc. (MAS) member FINRA & SIPC a registered investment advisor. MAS and Netzel & Associates are not affiliated companies. Steven Netzel is licensed to solicit and sell securities and advisory services in the States of AZ & WA.
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Number of Advisors in Office:
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5 |
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Advisor's Number of Clients:
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525 |
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Assets Managed by Advisor:
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$50 million + |
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Compensation
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New Client Minimum Portfolio Size:
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no limits |
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Fee:
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we don't charge a fee |
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Money Manager Articles
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Non-Traded R.E.I.T. Opportunities Are Bigger Than Ever - 07/16/2009
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