Google reviewers rate Nelson Financial Planning five stars based on forty-two reviews, with the owner responding to eighty-three percent of comments. Clients describe services including 401(k) rollovers, retirement planning, and investment management, highlighting the team's punctuality, clear communication, and personalized advice. Recurring themes include patient explanations of financial options, responsive support via phone or email, and low fees. No common criticisms appear in the provided excerpts, which consist entirely of positive feedback regarding long-term relationships and professional guidance.
Google rating: 5.0 out of 5 from 42 reviews (98% five-star).
Reviews on this page: 42 Google reviews (35 with written comments).
Owner responses: the business replied to 83% of reviews.
Reviews from Google, shown as published (original wording, unedited).
LY
Leigh Young5 reviews
★★★★★
I've been working with Nelson Financial Planning since 2019, when they helped me roll over an old 401(k) that had been sitting for years. They took the time to explain everything and helped me get those funds invested in a way that made sense for my goals.
More recently, I sold my home and needed guidance on what to do with the proceeds. Christina and Zoie were incredibly helpful throughout the entire process. They were always available to answer my questions, kept me informed every step of the way, and made what could have been an overwhelming experience feel much easier.
Everyone at Nelson Financial Planning has always been friendly, knowledgeable, and genuinely focused on what's best for me. It's reassuring to know I have a team I can trust when making important financial decisions. Couldn’t recommend more!
For the last 3 years I have been using Nelson Financial Planning. Not only do I feel like I have a very solid investment strategy with them but I feel like my retirement planning is well organized and planned out well before I will need to start really thinking about it. They help me stay on track with my long-term goals for managing my money and retirement.
Response from the owner · 2 years ago
Leslie - thanks so much for the kind review! It is our pleasure to help you out on achieving your financial goals.
I’ve had a great experience with Nelson Financial Planning. From the beginning, the team was professional, knowledgeable, and genuinely focused on helping me understand the process and feel confident in my decisions.
A special thank you to Dan, who made everything incredibly smooth and clear. He took the time to explain things in a way that was easy to understand, answered all my questions patiently, and made the entire experience stress-free. I really appreciated his professionalism, communication, and attention to detail throughout the process.
I would highly recommend Nelson Financial Planning to anyone looking for trustworthy and supportive financial guidance.
Response from the owner · 5 months ago
Thanks for taking the time to write this review! So glad to hear about your positive experience with Dan and our firm.
Beginning my wealth management journey at a younger age has been a fantastic experience with the entire Nelson Investment team. Looking forward to our long lasting relationship!
Nelson Financial made it so easy to move my 401k from my old employer to a new retirement account. I was thrilled when they were able to set me up with my very first investment account! Zoie was able to answer all my questions with ease and made me feel like I chose the right company to help me reach my financial goals.
I have been with Nelson for a few years now and they are wonderful. Someone always answers the phone when I call the office and they are always so kind. Their online portal makes your accounts and statements easily accesible if you should need them. I cant say enough about Chet he offers great straighforward guidance and will explain all of the different options availible to you without pushing you in any one direction. There are no stupid questions and his knowledge of the market provides me the confidence to invest in my future. Nelson will treat you like family while offering quality diverse investment advice. I cannot reccomend them enough.
Response from the owner · 7 months ago
Ben, thanks for those kind comments. Look forward to continuing to provide great service and help you as you pursue your financial goals!
Nelson Financial Planning deserves more than 5 stars. We’ve been fortunate to work with this amazing company for more than 2 decades. Their personalized customer service and attention to detail is always apparent with every interaction. We would HIGHLY recommend this wonderful company to anyone looking for investment guidance and retirement planning.
Response from the owner · a year ago
Ellen,
Thanks so much for your kind comments! It has been our pleasure to help you and your family all these years and look forward to many more.
Nelson Financial Planning has been a great company to work with. This has been my first time using a financial planning company, and they’ve made the process a smooth and awesome experience.
I worked with Kristin and she’s an expert at her craft, and she helped me tremendously. I look forward to continuing working with this team.
Response from the owner · 2 years ago
Sebastien,
Thanks so much for your kind words! Glad Kristin was able to provide you some financial guidance. Look forward to continuing to help you!
