I have been with Nelson for a few years now and they are wonderful. Someone always answers the phone when I call the office and they are always so kind. Their online portal makes your accounts and statements easily accesible if you should need them. I cant say enough about Chet he offers great straighforward guidance and will explain all of the different options availible to you without pushing you in any one direction. There are no stupid questions and his knowledge of the market provides me the confidence to invest in my future. Nelson will treat you like family while offering quality diverse investment advice. I cannot reccomend them enough.
November 2024
Nelson Financial Planning deserves more than 5 stars. We’ve been fortunate to work with this amazing company for more than 2 decades. Their personalized customer service and attention to detail is always apparent with every interaction. We would HIGHLY recommend this wonderful company to anyone looking for investment guidance and retirement planning.
April 2024
Nelson Financial Planning has been a great company to work with. This has been my first time using a financial planning company, and they’ve made the process a smooth and awesome experience.
I worked with Kristin and she’s an expert at her craft, and she helped me tremendously. I look forward to continuing working with this team.
I have been with Nelson for a few years now and they are wonderful. Someone always answers the phone when I call the office and they are always so kind. Their online portal makes your accounts and statements easily accesible if you should need them. I cant say enough about Chet he offers great straighforward guidance and will explain all of the different options availible to you without pushing you in any one direction. There are no stupid questions and his knowledge of the market provides me the confidence to invest in my future. Nelson will treat you like family while offering quality diverse investment advice. I cannot reccomend them enough.
Nelson Financial Planning deserves more than 5 stars. We’ve been fortunate to work with this amazing company for more than 2 decades. Their personalized customer service and attention to detail is always apparent with every interaction. We would HIGHLY recommend this wonderful company to anyone looking for investment guidance and retirement planning.
Nelson Financial Planning has been a great company to work with. This has been my first time using a financial planning company, and they’ve made the process a smooth and awesome experience.
I worked with Kristin and she’s an expert at her craft, and she helped me tremendously. I look forward to continuing working with this team.