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Review of Nelson Investment Planning

We have used Nelson Financial Planning for several...

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 finacial situation and put together a plan to meet your goals. They have worked closely with us, 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 Finanacial 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.