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Nelson Financial Group

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Investor & Investment Firm

Services offered by this company.

Areas Served:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Brookfield, WI

Address:

445 N Prospect Dr, Brookfield, WI 53005, United States

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Nelson Financial Group, Inc. is an investment management firm that provides a range of financial services, including investment advisory and portfolio management, to clients across multiple states. The firm specializes in serving individual investors and families, helping them achieve their financial goals through personalized investment strategies.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Comprehensive Financial Planning
  • Wealth Management Services
  • Tax Planning Strategies
  • Retirement Income Planning
  • Estate and Legacy Planning
  • Investment Portfolio Management
  • Personalized Financial Guidance
  • Fiduciary Responsibility
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

For individuals in need of comprehensive financial planning and investment management services, the Nelson Financial Group, Inc. is an excellent choice. As a respected wealth management firm serving clients across 28 states, they offer a wide range of expertise, from retirement planning to tax strategies.Mei-Lyn Nelson, the firm's founder and a Certified Public Accountant and Certified Financial Planner, has been recognized as a Five Star Best in Client Satisfaction Wealth Manager for the past six years. With a focus on personalized attention and a team-based approach, the Nelson Financial Group is dedicated to helping clients achieve their financial goals. Whether you're looking to grow your investments, plan for retirement, or navigate complex tax matters, this experienced firm is well-equipped to provide the guidance and support you need.

Awards & Certifications:

  • Five Star Best in Client Satisfaction Wealth Manager published by Milwaukee Magazine for the past six years from 2009 - 2017
  • 2015 Woman of Influence as an Entrepreneur by the Milwaukee Business Journal
  • CPA
  • CFP

Overview

Generally, reviews for Nelson Financial Group indicate that clients appreciate the company's trustworthiness, honesty, and sound financial advice. Reviewers highlight the team's dedication to serving their clients' best interests and providing great financing solutions.

Pricing

Request custom pricing for specific services offered by this provider. Each quote is tailored to your unique needs and project requirements.

Investor & Investment Firm Services

Need Help Choosing a Provider? Call KeyCrew Conceirge at 1 (855) CREW-123

People often ask...

What services does the company offer?

The company offers financial planning and wealth management services. They provide investment advisory services and retirement planning.

What geographic areas does the company serve?

The company serves clients in multiple states including AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, LA, MA, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, TN, TX, UT, WA, and WI.

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