Our Associates

I've 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... Read More

Esteban Garcia

Highly recommend Joel and his team at Nelson Financial Planning (NFPs). My husband and I knew we needed a financial adviser, but did not know whom we could trust. Some trusted friends recommended we speak with Joel, they have used the company for years... Read More

Cathy Matthews

I started working with Nelson Financial in my early twenties. They were the only firm I could find that was willing to work with me at the small level of investment I could afford at that age. Now as I am in my mid-forties, I cannot say enough good things about them. They have... Read More

Jonathan Kamin

Nelson Financial Planning is the far superior team for investment and financial planning. Joel Garris and the Nelson Financial Planning team are unique in many ways. First, they do not constantly trade our account for commissions—benefiting their bottom line more than ours. Second... Read More

Roger Bing

We decided to become clients because we needed to organize our finances much better. I wanted my wife to have a good place to go for advice if I could no longer be there. They are always ready to answer questions and give advice. They assisted us with a knotty situation a couple of years ago.

Richard Musgrave

We have been with Nelson Financial Planning for over ten years. Joel Garris takes the time to get to know you and your situation, which enables him to provide a plan personalized to your specific needs and goals. Joel and his team are always responsive and... Read More

Patti Cervino