Nelsoncorp wealth management Review

About Nelsoncorp wealth management

NelsonCorp Wealth Management: Your Trusted Partner in Financial Planning

Are you looking for a reliable partner to help you manage your wealth and achieve your financial goals? Look no further than NelsonCorp Wealth Management, a leading financial planning firm with over 40 years of experience serving clients across the United States.

At NelsonCorp, we believe in the power of authenticity, effectiveness, teamwork, and kindness. These core values guide everything we do as we work tirelessly to help our clients build and protect their wealth. Whether you're just starting out on your financial journey or are already well-established, our team of experts is here to provide personalized guidance and support every step of the way.

Our History

NelsonCorp Wealth Management was founded more than four decades ago by Don Nelson, who started out as a life insurance agent before expanding his services to include investment management and financial planning. Over time, Don's business grew from three associates working out of a small office in Illinois to a team of 22 professionals operating across multiple locations.

Today, NelsonCorp oversees branch offices spanning Iowa and Illinois. Our team includes certified financial planners (CFPs), chartered retirement planning counselors (CRPCs), accredited investment fiduciaries (AIFs), registered representatives (RRs), licensed insurance agents (LIAs), and other experienced professionals who are dedicated to helping our clients achieve their goals.

Our Services

At NelsonCorp Wealth Management, we offer a wide range of services designed to meet the unique needs of each client:

- Investment management: We'll work with you to develop an investment strategy that aligns with your goals and risk tolerance.
- Retirement planning: We'll help you plan for retirement by analyzing your current situation and developing strategies for maximizing income streams.
- Estate planning: We'll assist you in creating an estate plan that ensures your assets are distributed according to your wishes.
- Insurance solutions: We offer various types of insurance policies designed to protect against risks such as disability or death.
- Tax planning: Our experts will help minimize tax liabilities while maximizing returns on investments.

Why Choose Us?

There are many reasons why clients choose NelsonCorp Wealth Management:

1. Experience - With over 40 years in business, we have seen it all when it comes to managing wealth through good times and bad.

2. Expertise - Our team includes professionals with diverse backgrounds who bring unique perspectives on investing strategies.

3. Personalized service - We take pride in getting to know each client personally so that we can tailor our advice accordingly.

4. Transparency - We believe in being upfront about fees so that there are no surprises down the road.

5. Commitment - At NelsonCorp Wealth Management, we're committed not only to helping our clients achieve their goals but also giving back through charitable donations and community involvement initiatives.


Conclusion

In conclusion,Nelsoncorp is one company that stands out from its competitors due its commitment towards providing quality services tailored towards meeting individual needs.Their expertise coupled with transparency makes them stand tall among others.They have been able grow from three associates working out of a small office in Illinois into overseeing branch offices spanning Iowa & Illinois.This goes ahead show how much they value growth & development which is key when it comes managing finances.With this company,you can be rest assured that all aspects concerning finance will be taken care off professionally leaving nothing but satisfaction at end .