Our investment strategies work to protect assets while generating income during retirement that can’t be outlived.

Your Life's Work. Our Specialty.

You’ve worked hard. We’d like to help you get the most out of your retirement paycheck.

Our Services

At Netzel Financial, we promise to always put YOU, the client, first.

Investment Planning Services

We utilize the endowment model of investing to build wealth and minimize market exposure.

Retirement Income Strategies

We offer access to alternative asset products that generate income in retirement while protecting assets.

Legacy and Estate Planning

We work in concert with attorneys or tax professionals to advise on specific aspects of your financial plan.

Why Choose Netzel?

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What Our Clients Say

My wife and I have been clients of Netzel Financial for over 6 years. We appreciate the attention to the portfolio that Steve has developed for us after numerous consultations at the beginning, that has proven to meet all of our retirement objectives over time.Steve is proactive in his approach to managing finances and keeps his clients informed thru training sessions on a monthly basis and one on one portfolio reviews twice a year. One would be hard pressed to find a financial advisor with his level of customer contact. We are well satisfied.
David N.
Netzel financial client
Steve Netzel and his employees are always ready to help if I need assistance. I have complete trust in Steve to handle my investments and very pleased with the results I'm getting.
Carolyn B.
netzel financial client
“Netzel Financial gives my wife and I a sense of security that we’ve found nowhere else! Their staff is both professional and courteous! We are pleased to be associated with their excellence.”
David B.
netzel financial client
We are so happy with the service we have received from Netzel Financial. The information classes are very helpful and we have told several of our friends and family about Netzel Financial and they are very happy also.
Craig C.
netzel financial client

Planning for retirement doesn't have to be prickly.

We make it painless.

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An investment in knowledge pays the best interest.
– Benjamin Franklin

2019 Q1 Economic Update​

In this Q1 recap: the Federal Reserve alters its outlook, the truce in the trade dispute holds, the real estate market strengthens, and stocks make an impressive comeback from Q4, even as growth concerns mount.

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