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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, Esq.

Law Offices of Steven A. Bloom PLLC

Pinnacle IV at Kierland 14850 North Scottsdale Rd., 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 450

Scottsdale, AZ 85254

 

Phone: (480) 237-8721

Fax: (480) 609-0016

ashindler@ngdlaw.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) 718-2826

jarians@nelsonfg.com

 

Robby Tebow

rtebow@nelsonfg.com

 

Steven Hunter

Phone: (480) 369-2622

shunter@nelsonfg.com

 

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