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  • AZ East Valley Retirement Income Strategies and Investment Management Services
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Client Services

Wealth Management

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

Income Generation

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

Retirement Planning

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

A message from steve netzel

When I founded Netzel Financial in 2004, my goal was to provide investment options for those seeking income in retirement without facing a great risk of financial loss.

Along the way, I’ve developed a specialized approach that taps into the alternative asset class once considered out of reach for many investors.

I’ve helped hundreds build their portfolios, protect assets, reduce taxes and gain more income over their lifetime. I want to help you build a plan for retirement that will meet your goals for the future.

Steve Netzel, Independent Financial Advisor

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.

  • 10450 E Riggs Road, Suite 101
    Sun Lakes, AZ 85248
  • 480-219-0657
  • Open Mon-Thurs, 8am to 5pm
    Closed Fri at Noon
  • staff@netzelfinancial.com
Steve Netzel is a registered representative offering securities through Kalos Capital, Inc., member FINRA/SIPC at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Securities offered through representatives of Kalos Capital, Inc., member FINRA/SIPC. Investment advisory services provided through Val Vista Capital Management, LLC, a registered investment adviser and wholly owned subsidiary of Netzel Financial (a dba of Affordable Supplemental, Inc.). Steven M. Netzel is licensed to solicit and sell securities and advisory services in multiple states. Netzel Financial and Val Vista Capital Management are not affiliated with Kalos Capital, Inc. Netzel Financial, Kalos Capital, Inc. and Val Vista Capital Management, LLC does not provide tax or legal advice. Please consult with your tax and/or legal advisor for such guidance.
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