Nelson Financial Planning

May 2023

My husband and I have been communicating with Nelson Financial Planning for more than ten years and they have been fully managing our investments for almost five years. What we appreciate and love is the amount of communication and education provided by Joel before we even became clients. The entire approach to managing our investment is a team approach, led by someone who clearly understands the market, up and downs and who has the ability to help you stay focused on the big picture and the end game. We genuinely appreciate Joel's calm approach to addressing any concern brought to his attention and his ability to never communicate with us in a condescending manner. Joel...read full review

Aug 2022

My wife, Shelly, and I first started using Nelson Financial Planning in the early 2000’s and we’re just beginning our retirement planning. From the very first meeting Joel was intelligent and personable enough to calm our fears and guide us in planning our path to retirement. Several times since, we have relied upon Joel and his personnel to keep us focused and trust the plan. The changes and tweaks have allowed us to maximize our growth even when the financial environment was challenging. I would recommend Joel Garris and his team to anyone. We would never seek financial advice anywhere else. Their integrity and personal commitment to their clients is beyond reproach....read full review

Aug 2022

I have been using Nelson Financial Investments for over 20 years. When I changed jobs he (Joel) helped me with moving my 401K.When I had questions about buying an investment property, he laid it all out for me. As the economy changes and I grow older I know that I am in the best of hands with this local gem of an investment firm. Don't let the small firm feel let you think that these guys don't have it together, they do! They are on top of their game and continue to make smart and secure investments on my behalf.I have recommended at least 5 people to the firm and some are even family!