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Business Profile

Financial Planning Consultants

Nelson Financial Planning Inc.
BBB Accredited BusinessA+Rated by BBB
Visit Website(407) 629-6477Email BusinessWrite a Review

About

Overview

Nelson Financial Planning Inc.

423 Country Club Dr

Winter Park, FL 32789-2968

Get DirectionsView Service Area

BBB Accreditation & Rating

Nelson Financial Planning Inc. is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Nelson Financial Planning provides financial planning services, including retirement income planning, wealth management, legacy planning, and tax saving strategies. The company assists clients with personalized financial plans that integrate retirement, investments, legacy, and tax considerations.

BBB Accredited Since: 10/28/1985

Years in Business: 42

Products and Services

401k Savings, Behavioral Coaching, Estate Planning, Financial Book, Financial Consultation, Financial Planning, Financial Podcast, Investment Management, Investment Planning, Legacy Planning, Retirement Income Planning, Retirement Planning, Retirement Savings, Tax Preparation, Tax Saving Strategies, Wealth Management

Business Details

Local BBB:
BBB Serving Central Florida
BBB File Opened:
10/28/1985
Business Started:
5/1/1984
Business Incorporated:
4/30/1984
Type of Entity:
Corporation
Alternate Names:
Nelson Ivest Brokerage Services, Inc.
Nelson Investment Planning Services, Inc
Business Management:
Joel Garris, President

Additional Contact Information

Principal Contacts
Joel Garris, President
Customer Contacts
Joel Garris, President
Fax numbers
Primary Fax: (407) 628-3249
Additional Email Addresses
Primary: Email this Business
Additional Websites
podcasts.apple.com/us/pod...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Department of Financial Services (FL)
200 E Gaines St
Tallahassee FL 32399
Phone Number: (877) 693-5236
www.myfloridacfo.com
Business Categories
Financial Planning Consultants, Property Management, Financial Services, Investment Advisory Services

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.