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.
May 2023
My husband and I have been communicating with Nelson Financial Planning for more than ten years and they have been fully managing our investments for almost five years. What we appreciate and love is the amount of communication and education provided by Joel before we even became clients. The entire approach to managing our investment is a team approach, led by someone who clearly understands the market, up and downs and who has the ability to help you stay focused on the big picture and the end game. We genuinely appreciate Joel's calm approach to addressing any concern brought to his attention and his ability to never communicate with us in a condescending manner.... read full review
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.
My husband and I have been communicating with Nelson Financial Planning for more than ten years and they have been fully managing our investments for almost five years. What we appreciate and love is the amount of communication and education provided by Joel before we even became clients. The entire approach to managing our investment is a team approach, led by someone who clearly understands the market, up and downs and who has the ability to help you stay focused on the big picture and the end game. We genuinely appreciate Joel's calm approach to addressing any concern brought to his attention and his ability to never communicate with us in a condescending manner.... read full review