Netzel Financial E Riggs Rd, Sun Lakes

Netzel Financial Reviews

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  Carolyn Lynch
  5

  Netzel financial, Steve, has been amazing not only with my investments but also helped educating me on the ups and downs during these volatile times. After years with a reputable firm that I had little to no access to the actual Financial Advisor, who made cookie cutter trades, leaving my account with only slight improvements, I finally switched to Netzel financial and have seen huge gains in my portfolio and my account actively managed. Steve is easy to talk with and his team are professional and responsive.Thank you for taking care of my accounts.

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  David Noetzel
  5

  My wife and I have been clients of Netzel Financial for over 6 years. And no, we are not related, although our names have similar spelling. 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. He 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.

  Response from the owner

  Thank you David, we appreciate your feedback and your business! We strive to provide an excellent experience for all of our clients!

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  cgsassy1
  5

  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. I have been a client for five years now.

  Response from the owner

  We appreciate your feedback Carolyn! Netzel Financial always looks to provide a top notch experience to all of our clients.

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  Dustin Udall
  1

  Very unprofessional. Steve has serious ego issues. The measure of someone's character is how they treat you when you can't benefit them and Steve definately showed his character. There are many good honest financial advisors out there. I don't believe this is one of them.

  Response from the owner

  Hello Dustin, We have received your feedback and take it very seriously. The only record we have for you is from May 30th, 2013 which was an initial meeting to conduct a financial portfolio review. According to our records, this review could not be completed due to insufficient paperwork being brought in on your end meaning that the qualifications for a complimentary portfolio review were not met. It appears that we were running a promotion for a gift card, and we reserved the rights to determine if a portfolio review was appropriate or not and the giveaway we were holding was only available for qualified candidates. We understand that you did not qualify and were denied the gift card in addition to not becoming a client. It is a bit confusing as to why this is just now showing up after 5 years, but regardless, no business was done between the two parties; and to ensure a good fit and success for all parties, we choose our clients as much as they choose us.

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  Dave Bauer
  5

  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!

  Response from the owner

  Thank you Dave! We work diligently to keep our clients happy, we are happy to have you with us.

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  Craig Clark
  5

  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.

  Response from the owner

  Thank you Craig! We greatly appreciate your business and take pride in the fact that you extend your trust and refer other individuals to us. Your feedback is greatly appreciated!

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  Marnie Brookins
  5

  Always professional and courteous. We've been with them for a few years now and performance of accounts has been good. They are quick to respond to questions or concerns and we've been more than pleased with their service to us. Highly recommend.

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  Earl Fisher
  4

  Everything seems to be coming along OK. Enjoy hearing from you. Hope your Ameritrade accounts are up to expectation with the switch with emphasis on ETFs. Earl Fisher

  Response from the owner

  We appreciate your input Earl! We strive to provide the best quality we can and we're glad you see that.

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  Sue Werner
  5

  Love Steve, but remember it's YOUR money. Put in the work to understand what is happening.

  Response from the owner

  Excellent point Sue! We appreciate all of our clients and want them to understand what investing is all about, that is why we offer our Talkin' Money class every month. We aim to educate and inform individuals, and we hope to see you there! Thanks for the review.