Nelson Financial Planning

I've been working with Nelson Financial Planning since 2019, when they helped me roll over an old 401(k) that had been sitting for years. They took the time to explain everything and helped me get those funds invested in a way that made sense for my goals.

More recently, I sold my home and needed guidance on what to do with the proceeds. Christina and Zoie were incredibly helpful throughout the entire process. They were always available to answer my questions, kept me informed every step of the way, and made what could have been an overwhelming experience feel much easier.

Everyone at Nelson Financial Planning has always been friendly, knowledgeable, and genuinely focused… read full review

For the last 3 years I have been using Nelson Financial Planning. Not only do I feel like I have a very solid investment strategy with them but I feel like my retirement planning is well organized and planned out well before I will need to start really thinking about it. They help me stay on track with my long-term goals for managing my money and retirement.

I’ve had a great experience with Nelson Financial Planning. From the beginning, the team was professional, knowledgeable, and genuinely focused on helping me understand the process and feel confident in my decisions.

A special thank you to Dan, who made everything incredibly smooth and clear. He took the time to explain things in a way that was easy to understand, answered all my questions patiently, and made the entire experience stress-free. I really appreciated his professionalism, communication, and attention to detail throughout the process.

I would highly recommend Nelson Financial Planning to anyone looking for trustworthy and supportive financial guidance.