Nelson Financial Planning - Winter Park (FL)

5 /5 Ellen Hencken: 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.

5 /5 Cornita A Riley: 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 Joels calm approach to addressing any concern brought to his attention and his ability to never communicate with us in a condescending manner. Joel and the staff communicate with the intent to explain and educate. We also appreciate the way this company gives back to their clients. Nelson Financial demonstrates their appreciation for their clients via amazing appreciation events and numerous educational, fun events. Finally, without a doubt this company has worked endlessly for us and all their clients to stay informed, regarding this ever changing market and to stay the course. My husband and I have referred several of our family members, friends and colleagues to Nelson Financial. We trust this team and appreciate their responsiveness to our questions, concerns and financial planning needs. Thank you Joel and thank you to your entire team.

5 /5 Sebastien G.: 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.

5 /5 Esteban Garcia: Ive worked with the team at Nelson Financial Planning since 2007 and I have always felt like I received great advice and service. The team really cares and is always ready to provide support and answer my questions quickly. Joel really knows his stuff and I trust his advice across many different topics. It has been great to work with Nelson Financial Planning.

5 /5 Joe Koehler: My wife, Shelly, and I first started using Nelson Financial Planning in the early 2000’s and we’re just beginning our retirement planning. From the very first meeting Joel was intelligent and personable enough to calm our fears and guide us in planning our path to retirement. Several times since, we have relied upon Joel and his personnel to keep us focused and trust the plan. The changes and tweaks have allowed us to maximize our growth even when the financial environment was challenging. I would recommend Joel Garris and his team to anyone. We would never seek financial advice anywhere else. Their integrity and personal commitment to their clients is beyond reproach. We also recommend the weekly radio show as a means of staying on top of financial news and developments.