Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication. Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms. Central Florida's fastest growing and most honored financial planning firm with the area's longest running radio show.
At Nelson Financial Planning, our Certified Financial Fiduciary investment planning professionals help you change your life with a successful personalized financial plan that provides you with peace of mind for the future. Our retirement plans aren't some cookie-cutter computer-generated reports like other investment firms.
At Nelson Financial Planning, our Certified Financial Fiduciary investment planning professionals help you change your life with a successful personalized financial plan that provides you with peace of mind for the future. Our retirement plans aren't some cookie-cutter computer-generated reports like other investment firms.
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Our most important policy is that no client will invest in anything that we do not own personally. Our investment and retirement income philosophy is grounded on two fundamental principles - diversification and consistency. Diversification is one of the keys to investment and retirement success over time.
In an increasingly perilous world, it is vital to partner with financial experts who can help manage your wealth. These uncertain times have heightened the need for retirement planning and financial services that are tailored to fit your needs and have your best interest at heart. For years, Nelson Financial Planning has helped clients all over the Orlando area get the investment planning they need to feel secure.
As one of the best financial planning firms, we take the time to sit down with you and discuss your specific goals for your future at Nelson Financial Planning during our initial consultation. Our financial services strive to put you at the center of the process so that you understand the steps your financial planner is making for your future.
For experienced Orlando, FL financial planners, contact Nelson Financial Planning today! We specialize in personalized retirement planning so you can look forward to living the life you've worked hard to create! If you want to receive sound advice and estate planning solutions that will work to combine your retirement savings and benefits, investments, 401k, pension plan, and taxes, we are here to help.
Reviews (10)
Esteban Garcia
Aug 21, 2021
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I've worked with the team at Nelson Financial Planning since 2007 and I have always felt like I received great advice and service. The team really cares and is always ready to provide support and answer my questions quickly. Joel really knows his stuff and I trust his advice across many different topics. It has been great to work with Nelson Financial Planning.
Gammie Sheilab
Jul 26, 2021
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We first started going to Nelson Financial Planning in the early 1990s when it was called NIPS. We had a meager IRA that needed to be rolled over. We were in our mid 40s, and began with monthly investments. I would recommend Joel Garris and his team to anyone. We have listened to Joel's wise words of wisdom and have stayed the course. He is always there to answer questions or try to calm our nerves in these roller coaster times. Our children now invest with them as does my granddaughter. We would never seek financial advice anywhere else. Their integrity and personal commitment to their clients
Jane Muszynski
Jul 19, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Everyone in the office is dedicated to top notch service of the client. They treat you like family. In fact, Joel Garris provides highly reliable investment advice and basically uses the same investment choices for his family. Our holding have done incredibly well over the years to where we are in a very good position at retirement.
Everyone in the office is dedicated to top notch service of the client. They treat you like family. In fact, Joel Garris provides highly reliable investment advice and basically uses the same investment choices for his family. Our holding have done incredibly well over the years to where we are in a very good position at retirement.
Lue Lue
Nov 22, 2020
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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
Patti Cervino
Jul 31, 2020
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We have been with Nelson Financial Planning for over ten years. Joel Garris takes the time to get to know you and your situation, which enables him to provide a plan personalized to your specific needs and goals. Joel and his team are always responsive and are willing to thoroughly explain things if you should have any questions. We highly recommend them!
Amanda Zsigmond
Dec 14, 2019
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I have been working with Joel Garris for almost 12 years. I was introduced to Joel in my early twenties during a very difficult time in my life, after the loss of a parent. He developed a financial plan that allowed me to achieve my goals and showed me the way to financial independence. I value the relationship I have with Joel and completely trust that he has my best interest in mind. I also really like the quality investment options available through Nelson Financial Planning.
Ron Cervantes
Nov 26, 2019
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I have been a client of Nelson Financial Planning for the better part of 15 years. I have received superior service and advice from Joel and all of the staff there. From 401K conversions, retirement planning, 529 plans and of course tax preparation for personal and business. This is all while not mentioning the informative free services he provides from his weekly radio show as well as client appreciation sessions and regular newsletters that run through market trends to let you know he always has a finger on the pulse of the market. I look forward to an additional 15+ years of wealth building
Kate Hanson
Jun 29, 2019
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My husband and I joined NIPS (now called Nelson Financial Planning) in 1986. It was the best decision we ever made. With in-depth analysis, considerable guidance and intelligent investment suggestions, my husband was able to retire early—enabling us to move to The Villages, FL much sooner than we thought possible. Even after my husband died in 2014, Joel continues to be a thoughtful source of advice, help, suggestions and support. I feel comfortable knowing that if and when I need advice, the staff is only a phone call, text message or email away. I like the occasional email updates on “the
Barry Savchuk
Dec 21, 2018
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My wife and I have been part of the Nelson Financial Planning family for over six years and are extremely elated with their services. Our first encounter with Joel Garris and Nelson Financial Planning came when we needed to find a service that would provide better asset growth and strategic planning than we were getting from our previous financial services company. We felt that our previous advisor invested in companies he liked more than ones we wanted, and the growth of our assets was lethargic. My wife said we should look for another service and I had been hearing a radio ad for a free evaluation
Roger Bing
Dec 17, 2018
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Nelson Financial Planning is the far superior team for investment and financial planning. Joel Garris and the Nelson Financial Planning team are unique in many ways. First, they do not constantly trade our account for commissions - benefiting their bottom line more than ours. Second, they look at the individual needs for each client and carefully construct a financial plan that balances multiple investment vehicles for both short- and long-term growth and income. Particularly, Nelson Financial Planning has a huge advantage over its competitors for maximizing investments and tax advice under one
