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Superior

Service

We are a group of experienced employee

and personal investment professionals.

What We Do

Nelson Financial Group offers cost effective options for a wide range of services. Whether you are looking for group benefits packaging or an easier way to enroll employees, we are here to help.

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Mission Statement

Classic Mission statements constructed with expensive words and long-winded paragraphs convey ideals like trust, integrity, commitment and honesty.

These ideals are not just printed words or goals for us. Rather, they encompass the way we live our personal and professional lives. Doing the right thing in words and actions all the time.

Nelson Financial Group

Please use this website as a resource and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

Services

Our Benefits Team uses an annual calendar and contact report to schedule quarterly service calls and periodic visits to help ensure client satisfaction throughout the year. We are committed to each of our clients and will provide the following consulting services to your organization throughout the year.

 

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Online Enrollment

Available to our Employee Benefits clients of any size, our HR/Benefits platform provides an optional online enrollment feature that can simplify your Benefits enrollment process.  Whether used for new hire on-boarding or during Open Enrollment, this tool can make life easier for your Employees and Benefits Administrators. This is a free service to our clients.

Enroll Now

Strategic Partners

Legal Support

Legal Support

Legal Support

Partnered with

Steven A. Bloom,

Esq.

Law Offices of Steven A. Bloom PLLC

 

Pinnacle IV at Kierland

14850 North Scottsdale Road,

Suite 285

Scottsdale, AZ 85254

Phone: 480-656-5748

Fax: (480)-452-1886

sab@bloomlawoffices.com

Partnered with

Abbie Shindler- Member

Nussbaum Gillis & Dinner P.C.

 

14850 N. Scottsdale Rd.

Suite 500

Scottsdale, AZ 85254

Phone: (480)-684-1121

Fax: (480)-684-1177

ashindler@clarkhill.com

Partnered with

Jason Pritchett

The Pritchett Law Firm

Phoenix, AZ

Phone: (480) 382-6556

Fax: (480)-452-1886

jason@thepritchett

lawfirm.com

Consultant

Partnered with

Peter Borish

 

115 Central Park West

Apt 4C

New York, NY 10023

Phone: (917) 699-6000

Fax: (480) 505-9809

Pborish@gmail.com

CPA

Partnered with

Wolfson Berbenich & Company, CPA's

 

1010 Northern Blvd.

Rm. 306

Great Neck, NY 11021

 

Phone: (516) 498-1040

ext. 101

dwolfson@wbaccountants.com

 

Partners

Partnered with

Jake Arians

Phone: (904) 718-28264

jarians@nelsonfg.com

 

Robby Tebow

rtebow@nelsonfg.com

 

Steve Hunter

Phone: (480) 369-2622

shunter@nelsonfg.com

 

 

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