Netzel Financial

I have been with Netzel for years only to find out he is not a “fiduciary” agent. I Lost thousands with him. I am also getting a divorce and they have not been useful. They worked with my ex but did't contact me about our IRA accounts, according to our Settlement Agreement. Then the person handling our accounts would not talk to me. Her boss finally contacted me and told me to show up to their office and sign paperwork. I asked to see paperwork before signing and still have not seen paperwork.

The year 2000 retired, started research into the type of investments that would take us through our final years. This chore was beyond our comfort zone. We interviewed many investment brokers, **, [redacted], etc. as well as independent brokers to see what fits our needs. Started with an independent brokerage firm, when the markets took the down turn we were sold to a clearing house where our investments became for the benefit on the brokerage and not us. Interviewed Netzel Financial, our needs and goals and the need of communication being prime concern. To date all our needs and concerns have been met and our retirement investments have grown.

[redacted] and the dedicated members of his staff are true professionals who produce outstanding results. Have been a client for more than three year and highly recommend his services without reservation. Many outstanding personal attributes but most importantly is his unblemished integrity with the client's interest his primary concern.

We have had Netzel Financial handle our personal investments for the past several years and have been very pleased with the service. Last fall we sold an out of state rental property. Netzel Financial worked closely with a 1031 holding company to facilitate the transfer of propety. It worked very smoothly. The firm then placed the proceeds into a series of new investments which have proven to be very

financially productive. Every thing worked out very well and

we are very pleased with the advice we received, the explanations of what the process was, and the outcome of the sale and the subsequent investments. The property was a family owned corporation with two other share holders residing in two other states. The paper work was handled thru Netzel Financial in an efficient and effective manner without any problems. We are looking forward to reinvesting

with Netzel Financial.

We have been with Netzel Financial approximately five years and have been pleased with the outcome and the association. Due diligence is used for any and all

potential investments. Portfolios are built with maximum

returns, but with the goals and risks of the investor matched. Three years ago, I inherited high quality Iowa farm land. Federal taxes would have taken a large portion

from the sale. [redacted] suggested a 1031 transfer, deferring the taxes to the next generation when an accelerated tax basis would be used. Thru his due diligence, [redacted] produced like income producing property that has been the "gem" of my portfolio. Bottom line: [redacted] treats you

like family.

We have used Netzel Financial for many years and are very happy with them! [redacted] guides us through the financial maze and makes recommendations and investment selections that make sense for us based on our personal goals and tax situation. He is able to find diverse investment opportunities (not just stocks and bonds!) that provide growth and a fair amount of stability. The staff at Netzel Financial is friendly and knowledgeable. [redacted] is wonderful at answering questions and providing investment information. It's great to not use a "cookie cutter" investment company. Our investments are tailored just for us!

I have been with Netzel Financial for about 4 years. They are wonderful people to work with. Everyone goes out of their way to take care of your questions or any concerns you may have. I especially appreciate the explanations of investing terms and why we are invested in certain securities. My portfolio is built for my needs and desires, not for their profits. We have great results over the last 3 years of really difficult TIMES!! I couldn't be happier. I look forward to many years with this relationship. [redacted]

In the short time my wife and I have been clients of Netzel Financial we have had nothing short of excellent service! [redacted] is without peer with his market knowledge and financial expertise. His wife [redacted] provides service beyond reproach. Their staff has always been there to serve! Among these accolades Netzel Financial treats you like family and lives by their promise to watch over my financial concerns like it was there own! [redacted] and I are extremely lucky and pleased to be a client of [redacted] and the Netzel Financial team!

Newly retired and a small investor with Netzel Financial I have been very happy. I have been treated to education and personal advice I never hade with previous advisors. I have been very happy with the personal service unlike just being a number like most of my past advisors. The fees are competitive with everyone else we interviewed.