Financial planner · Orlando, FL · reviewed since 2017
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%97+56.9Reliability 26%98+25.6Value 15%98+14.9Craft & service penalty99−0.1Experts Score= 97Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.97SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#23 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 56%
5.0★★★★★42 Google reviews · 24 photos
98%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★, last 20 reviewsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
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.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and craft & service; weakest: satisfaction.
Nelson Financial PlanningRetirement Planning median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Nelson Financial Planning: 97/100 on this factor. Category median: 97.A
97
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Nelson Financial Planning: 98/100 on this factor. Category median: 97.A
98
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Nelson Financial Planning: 99/100 on this factor. Category median: 100.A
99
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Nelson Financial Planning: 98/100 on this factor. Category median: 100.A
98
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Nelson Financial Planning: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 55.–
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Bar = this company · dark tick = category median.
Star ratings
42 Google reviews we collected
5.0of 5
5 stars4198%
4 stars12%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 35 written reviews
97%praise
Praise5897%
Complaints23%
Topic share
How often each topic comes up in the written reviews
7topics
Honesty & trust1525%
Would recommend1220%
Staff & attitude1118%
Quality & results915%
Communication712%
Speed & response47%
Price & value23%
What customers talk about
We read 35 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Everyone at Nelson Financial Planning has always been friendly, knowledgeable, and genuinely focused on what's best for me.”
“I would highly recommend Nelson Financial Planning to anyone looking for trustworthy and supportive financial guidance.”
“Christina and Zoie were incredibly helpful throughout the entire process.”
“I’ve had a great experience with Nelson Financial Planning.”
“They took the time to explain everything and helped me get those funds invested in a way that made sense for my goals.”
“The team really cares and is always ready to provide support and answer my questions quickly.”
“Investing in the right mutual funds to reduce fees and sustain growth is what they always have in mind.”
People customers mention
Garris11 reviews
Joel8 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Nelson Financial Planning for 3 kinds of job. Pick one to see what they paid and said.
Leigh5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
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…
Great priceFinancial planEstate planningRetirement savings consulting
LeslieLocal Guide · 77 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · Edited 3 months ago★★★★★
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…
Avery1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 months ago★★★★★
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…
Rhys2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 months ago★★★★★
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!
Great priceFinancial planRetirement savings consulting
Bessie7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 months ago★★★★★
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.
Benjamin4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★
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…
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.
Avery Lewis1 reviewiTotal number of Google reviews Avery has written across all businesses on Google Maps, not just this one.
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.
Rhys Woodrow2 reviewsiTotal number of Google reviews Rhys has written across all businesses on Google Maps, not just this one.
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!
Kelsey Stephany10 reviewsiTotal number of Google reviews Kelsey has written across all businesses on Google Maps, not just this one.
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.
Sebastien G.Local Guide · 46 reviewsiTotal number of Google reviews Sebastien has written across all businesses on Google Maps, not just this one.
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!
