Reviews From Our Clients

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, ups and downs, and who has the ability to help you stay focused on the big picture and the end game. We genuinely appreciate Joel's 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 its clients. Nelson Financial demonstrates its appreciation for its 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.

Cornita A. Riley

My wife, Shelly, and I first started using Nelson Financial Planning in the early 2000s and were 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 is 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.

Joe Koehler

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 of wisdom and have stayed the course. He is always there to answer questions or try to calm our nerves in these roller coaster times. Our children now invest with them as does my granddaughter. We would never seek financial advice anywhere else. Their integrity and personal commitment to their clients is beyond reproach.

Gammie Sheilab

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. NFP has the lowest fee of anyone we interviewed.

They actively manage your accounts, answer any and all questions (trust me on this), and in the meantime keep you updated with newsletters and a weekly radio show (0900 Sunday at 940AM). Even if you are currently satisfied, we highly encourage you to meet with NFP for a free consultation. If all is well, they will tell you so. If they have a better recommendation for you, they will share that with you as well, pressure-free.

Cathy Matthews

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, they look at the individual needs of each client and carefully construct a financial plan that balances multiple investment vehicles for both short- and long-term growth and income. Particularly, Nelson Financial Planning has a huge advantage over its competitors for maximizing investments and tax advice under one roof, offering efficiency by timing investments to maximize the gain without negatively affecting the tax obligation.

NFP's professionalism, expertise, lateral thinking, common sense approach, and attention to detail are the hallmarks by which they have handled our financial affairs. Their attributes include but are not limited to absolute integrity in all of their dealings, financial planning using logic, and market & tax expertise with an individual client-devoted demeanor. No question has ever gone unanswered.

Joel’s continual advice on financial issues has saved us and created for us, significant yields. Their service and attention to client detail are world-class and over-the-top!! I highly recommend Nelson Financial Planning!

Roger Bing

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 your current financial situation and put together a plan to meet your goals. They have worked closely with us, and are always responsive answering emails and phone calls.

We meet with CEO Joel Garris a few times a year for our financial review. He is always prepared, listens to us, and makes suggestions if necessary. We also have Nelson Financial Planning do our taxes. It was so easy this year I did not need to leave my office.

We have recommended this company to our friends and they are very happy working with them. My husband and I would not use anyone else to help us manage our finances.

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 of financial decisions we needed to make; including investments, asset allocations, insurance, wills and legal documents, estate planning, and taxes.

Joel and his team are experienced and always available to quickly answer our financial questions, either via text, email, phone, or face-to-face meetings. NFP has provided us with valuable advice throughout the years, with our interests always being their highest priority. Their balanced approach to a diversified portfolio has helped us achieve and maintain our financial goals. We cannot be happier in choosing Nelson Financial Planning and highly recommend NFP to anyone seeking honest financial planning advice.

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. It has been outstanding. Everything you hear in their advertisements is true. They (particularly Joel Garris) have been most helpful. He is always available when we need him and our investments have grown consistently through the years.

At this point, I would recommend him to anyone and I do just that. You should also know that he is a big supporter of community events and is very generous.

If you have any doubts, you should call his office and schedule a private discussion with him.

Bart Neuman

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 than family! I highly recommend Joel and his staff if you are looking for a long-term relationship with an advisor who is there to help you meet your long-term goals.

Frank Belaska

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 put me in a position where I can take care of some very serious financial obligations that came up unexpectedly and still have a plan in place for retirement. I am forever grateful to Jack and Joel for putting my family and myself in this position.

Jonathan Kamin

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 are willing to thoroughly explain things if you should have any questions. We highly recommend them!

Patti Cervino

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 his advice across many different topics. It has been great to work with Nelson Financial Planning.

Esteban Garcia

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 buying an investment property, he laid it all out for me.

As the economy changes and I grow older I know that I am in the best of hands with this local gem of an investment firm. Don't let the small firm feel let you think that these guys don't have it together, they do! They are on top of their game and continue to make smart and secure investments on my behalf. I have recommended at least 5 people to the firm and some are even family!

Dawn Bishop

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 that allowed me to achieve my goals and showed me the way to financial independence.

I value the relationship I have with Joel and completely trust that he has my best interest in mind. I also really like the quality investment options available through Nelson Financial Planning.

Amanda Zsigmond