Nelson Financial Planning

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

423 Country Club Dr, Winter Park, Florid...

Phone Number

(407) 629-6477

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Nelson Financial Planning

Nelson Financial Planning is a family-owned firm based in Winter Park, FL, specializing in comprehensive financial planning services. They provide retirement income planning, wealth management, legacy planning, and tax-saving strategies, primarily serving individuals seeking personalized financial guidance. The firm prides itself on its integrated approach, proactive communication, and over 40 years of industry experience. With a commitment to client education and trust, Nelson Financial Planning aims to empower clients to achieve financial clarity and success.Explore more
Nelson Financial Planning's Social MediaPopular SearchesNelson Financial Planning IncNelson Financial PlanningNelson Investment Planning Services IncFrank Dasse PhDGarris Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Nelson Financial Planning Org Chart

Joel Garris, President & Chief Executive Officer at Nelson Financial Planning
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President & Chief Executive Officer

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CG
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Office Manager Series 7 and 63 Licenses

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Office Manager

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nelson Financial Planning

<$5M
1-10
Private
-
1984
Joel Garris, President & Chief Executive Officer at Nelson Financial Planning
Joel GarrisPresident & CEO
$8M
1-10
Private
-
2011
Helen Stephens, President & Chief Executive Officer at Aspen Wealth Management
Helen StephensPresident & CEO
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2018
JS
Jeremy ShippFounder & President
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Nelson Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Nelson Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Nelson Financial Planning.

Nelson Financial Planning Tech Stack

A closer look at the technologies used by Nelson Financial Planning

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Frequently Asked Questions Regarding Nelson Financial Planning

What is Nelson Financial Planning's official website?
Nelson Financial Planning's official website is www.nelsonfinancialplanning.com
What is Nelson Financial Planning's Revenue?
Nelson Financial Planning's revenue is <$5 Million
What is Nelson Financial Planning's SIC code?
Nelson Financial Planning's SIC: 62,628
What is Nelson Financial Planning's NAICS code?
Nelson Financial Planning's NAICS: 52,523
How many employees does Nelson Financial Planning have?
Nelson Financial Planning has 1-10 employees
What industry does Nelson Financial Planning belong to?
Nelson Financial Planning is in the industry of: Finance, Securities Trading
What is Nelson Financial Planning competition?
Nelson Financial Planning top competitors include: Charles Carroll Financial Partners, Murphy Wealth Management, Aspen Wealth Management, Retirement Capital Planners
What technology does Nelson Financial Planning use?
Some of the popular technologies that Nelson Financial Planning uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact Nelson Financial Planning?
Nelson Financial Planning contact info: Phone number: (407) 629-6477 Website: www.nelsonfinancialplanning.com
What does Nelson Financial Planning do?

Nelson Financial Planning is a family-owned firm based in Winter Park, FL, specializing in comprehensive financial planning services. They provide retirement income planning, wealth management, legacy planning, and tax-saving strategies, primarily serving individuals seeking personalized financial guidance. The firm prides itself on its integrated... approach, proactive communication, and over 40 years of industry experience. With a commitment to client education and trust, Nelson Financial Planning aims to empower clients to achieve financial clarity and success.Read More

What are Nelson Financial Planning social media links?
Nelson Financial Planning Linkedin page Nelson Financial Planning Twitter page Nelson Financial Planning Facebook page
Is Nelson Financial Planning a public company?
Nelson Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Nelson Financial Planning

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