Our Certified Financial Fiduciaries™

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