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Our Services

We are a group of experienced employee benefit and personal investment professionals. Nelson Financial Group services existing plans, and implements new ones. We bring cost effective options and provide ideas along with advice to help you manage a wide range of services.


At Nelson Financial Group we believe that employee benefits are an investment. With this mindset, we focus on helping your business yield maximum returns. As an investment, we take the time to implement a plan structured just for you. You and your team will work with the Nelson Financial Group team from start to finish. The team that helped build your plan is also the team that facilitates and administers your plan. We know the reasoning behind the structure and this strengthens the long-term service relationship.


Longevity produces understanding and this understanding allows your dedicated NFG team to make recommendations specific to your organization.


Thank you for your interest.


Nelson Financial Group brings over 20 years of experience to our clients. We bring cost effective solutions to companies and individuals seeking a wide range of plans and services. Staying on top of the latest trends is key to offering a competitive employee benefits program. We provide a vast array of group insurance plans and have strategically aligned ourselves with many carriers who offer ancillary and voluntary products. The result is employee satisfaction and retention with the lowest possible cost.


NFG Advantage


Offering comprehensive employee benefits solutions that match your unique organization’s needs can be difficult. Simply stated, we put in the time. Our associates and account managers work closely with our clients to determine what’s best for them based on their priorities and goals.


Industry Leading Expertise


o Measurement and benchmarking


o Audit services across medical claims, disability, pharmacy and medical management vendors


o Health plan performance


o Health and productivity


o Government regulations and compliance


Strategic Partners

Legal Support

Legal Support

Legal Support

Partnered with

Steven A. Bloom,


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


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


Partnered with

Jason Pritchett

The Pritchett Law Firm

Phoenix, AZ

Phone: (480) 382-6556

Fax: (480)-452-1886




Partnered with

Peter Borish


115 Central Park West

Apt 4C

New York, NY 10023

Phone: (917) 699-6000

Fax: (480) 505-9809



Partnered with

Wolfson Berbenich & Company, CPA's


1010 Northern Blvd.

Rm. 306

Great Neck, NY 11021


Phone: (516) 498-1040

ext. 101




Partnered with

Jake Arians

Phone: (904) 718-28264



Robby Tebow



Steve Hunter

Phone: (480) 369-2622




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