Media Coverage

Nelson Financial Planning

Listed as Best Financial Planners on Best of Central Florida

Central Florida’s financial superheroes are hitting the small screen! Nelson Financial Planning is listed as one of the top 3 financial planners in Central Florida on Best of Central Florida with Justin Clark and Makaila Nichols.

Top 10 Planning Podcasts

Read More Here

Orlando's Best Financial Planning 2024 Winner

Read More Here

orlandos best winner 2024 nelson financial planning

Named Best Accountants in Winter Park

Nelson Financial Planning was identified as one of the Best Accountants in Winter Park according to expertise.com.

Read More Here

Best of Winter Park Finalist for Best Financial Planner

Nelson Financial Planning was a finalist for the Best of Winter Park award for Best Financial Planner.

Nelson Financial Planning employees holding a finalist award for Best Financial Planner in Winter Park, FL

“Dollars & Sense” Podcast Named to List of Top 25 Financial Podcasts

Dollars & Sense, Nelson Financial Planning's podcast, was selected as one of the Top 25 Financial Planning Podcasts on the web and called one of the podcasts “You must follow in 2020” according to Feedspot. For more information, visit our feature on Feedspot’s Top 25 Financial Planning Podcast article.

Ivanhoe News Interview With Kristin Castello on Rethinking Retirement

Our very own Kristin Castello was interviewed for this news segment on the rising number of older adults choosing to work longer in life due to financial and health reasons.

Ivanhoe News Interview With Chet on Social Media Influencers Giving Financial Advice

In a recent interview for Ivanhoe News, financial planner Chet Cowart highlighted the growing trend of individuals turning to social media for financial advice instead of seeking professional guidance in the article Finfluencers: Good Advice or Social Media Misinformation. The allure of financial influencers, or “Finfluencers,” is particularly strong among young people, with 25% of 18-to-24-year-olds using social media as their go-to source for money-saving tips and investment strategies. However, Chet emphasized the importance of being cautious about where this advice is coming from, as not all sources on social media have the expertise or credibility necessary to provide sound financial guidance.

Ivanhoe News Interviews Kristin on Tax Strategies for 2024

We are excited to announce that Kristin Castello, a financial expert with extensive experience in tax planning, was recently interviewed for an insightful article by Ivanhoe Broadcast News. In this article, titled “Tax Talk: Strategies for Filing in 2024,” Kristin shares her expertise on essential tax strategies and provides valuable advice to help individuals navigate the complexities of tax filing for the upcoming year. Her contributions offer readers practical tips and a deeper understanding of how to optimize their financial planning in 2024.

Orlando Business Journal’s 2024 Best Places to Work

Central Florida employers come in all sizes with a variety of company perks, but it’s the special workplaces that not only provide employees the tools they need to succeed but also give them a sense of pride and belonging. That’s the soul behind Orlando Business Journal‘s 2024 Best Places to Work awards, an annual program recognizing the region’s companies that rate highest for employee satisfaction. Nelson Financial Planning has been listed as one of the 81 finalists for this award.

Nelson Financial Planning article in an open magazine

AdvisoryHQ Names Nelson Financial Planning to Its 2021-2022 Ranking of Top Advisors

team at Nelson Financial Planning standing in front of sculpture at a museum

AdvisoryHQ names Nelson Financial Planning to its 2021-2022 Ranking of Top Financial Advisors in Orlando. In describing our firm, AdvisoryHQ comments that “with fee structure options, a fiduciary commitment, and expertise in the Florida retirement system, Nelson Financial Planning solidifies a 5-star rating as one of the top financial advisory firms in the Orlando area to consider partnering with this year.”

Read More Here

GrowFL Announces 2018 Florida Companies to Watch Finalists

Nelson Financial Planning Among Second-Stage Businesses Competing to Earn Prestigious Honor

Nelson Financial Planning was among the first round of 2018 Florida Companies to Watch finalists recently announced by GrowFL. “We are truly humbled by this recognition and owe our success to the continued loyalty and support of our clients,” says Joel Garris, President and CEO of Nelson Financial Planning.

The awards event—now in its eighth year—honors 50 select second-stage companies from throughout the state for developing valuable products and services, creating quality jobs, enriching communities, and broadening new industries throughout Florida.

“We applaud these first-round finalists who have shown how they stand out in their regions as innovative business leaders, going to the next level to grow their companies. They are true rock stars,” says Dr. Tom O’Neal, GrowFL Executive Director.

The Finalists represent a unique group of scalable, high-growth enterprises that are already located within Florida. Developed by the Edward Lowe Foundation, Florida Companies To Watch is a distinguished awards program specifically designed to seek out second-stage businesses from a wide range of industries representing all areas of the state, not just those in major metropolitan areas. In addition to evaluating past growth and projected success, applicant companies are judged according to their special strengths and impact in their markets, communities, and within the state—thus deeming them “worth watching.”

For more information, visit https://growfl.com/ or check out the hashtag #FLCTW.

Testimonials

Everyone in the office is dedicated to top-notch service of the client. They treat you like family. In fact, Joel Garris provides highly reliable investment advice and basically uses the same investment choices for his family. Our holdings have done incredibly well over the years to where we are in a very good position at retirement.
Jane Muszynski

I have been with Nelson Financial Planning since 1986. Joel and Jack have always had my best investing strategies as their number one priority. Investing in the right mutual funds to reduce fees and sustain growth is what they always have in mind. I owe NFP a lot for the portfolio growth I have had these last 32 years!
Clyde Burgess

We first started going to Nelson Financial Planning in the early 1990s when it was called NIPS. We had a meager IRA that needed to be rolled over. We were in our mid-40s and began with monthly investments. I would recommend Joel Garris and his team to anyone. We have listened to Joel's wise words... Read More
Gammie Sheilab

One of Orlando's hidden gems. Working with Joel Garris and his staff has been a pleasure. I like the personal service I get from this local operation. The weekly radio show is very informative and has helped me to understand more of how the markets work, especially in this time of turbulent economics and political uncertainty.
Harrison Walker

Joel and his team have been a tremendous help to me, and honestly, I don't know what I would have done without them!

This team has been helping me for 30 years and has definitely gone above and beyond!
Tara Stewart

We have been using Nelson services since early 1988. They are honest and keep their clients' best interest in every decision/suggestion they make. They also provide sound tax advice when making investment decisions which is not always the case with other advisors. They treat you better... Read More
Frank Belaska

This experience may not be representative of other clients' experiences and is not a guarantee of future success or performance.

Get in Touch

It’s Time You Live Your Best Life

Our consultations are complimentary. It’s time to start a conversation about your financial future.

Schedule a Free Conversation