Meet Our Financial Planning Team

They are spectacular. I truly can't tell you how helpful and patient they are with their clients. I recommend them even when someone already has another planner!

Shelly Watts

I have been working with Joel Garris for almost 12 years. I was introduced to Joel in my early twenties during a very difficult time in my life, after the loss of a parent. He developed a financial plan... Read More

Amanda Zsigmond

I have been using Nelson Financial Investments for over 20 years. When I changed jobs he (Joel) helped me with moving my 401K. When I had questions about... Read More

Dawn Bishop

We have used Nelson Financial Planning for several years. We are extremely pleased with the company. They are true financial planners and will take the time to understand... Read More

Lynn Foraker

Twelve years ago as my wife and I were nearing retirement, we became clients of Nelson Financial Planning. Throughout this time, Joel Garris, NFP's CEO, has helped us with a broad range... Read More

Carl Marco

Before moving to Florida, we had dealings with a variety of financial advisers—all were terrible. Nelson was referred to us by a friend and we decided to try working with them... Read More

Bart Neuman