"We are a commited group of professionals dedicated to providing superior investment advice to our corporate and high net worth clients. Our partners average 17 years of experience in the financial industry. We strive to provide the best, most professional and personalized service possible. We act honestly, with pride and integrity, and always in the best interest of our clients. We earn our clients trust and respect. We believe our knowledge, combined with the exceptional service we provide, ensure our clients are proud to recommend us to their family members, colleagues and friends."
- Kenneth Nelson & Lisa Smith, Managing Partners, The Nelson Group
Whether you are an individual investor or a corporation seeking retirement plan solutions, The Nelson Group can help you with a plan that is right for your situation. While we specialize in 401-k Plans and high net worth individuals, we offer a broad selection of products and services to help you with all your investment and financial needs.
For Corporations, our services include:
- 401-k Plan Consulting
- Deferred Compensation and Defined Benefit Plan Consulting
- Profit Sharing Plan Consulting
- Money Purchase Plan Consulting
- Cash Management
- ESOP and Restricted Stock Consulting
- Investment Banking
- Endowments
For Individuals, our products and services include:
- Financial Planning
- Retirement Planning
- Estate Planning
- College Planning
- Professional Money Management
- Portfolio Optimization
- Single Stock Risk Management
- Trust Management
- Full Service Stock and Bond Trading
- Mutual Funds
- Closed End Funds
- Variable and Fixed Annuities
- Unit Investment Trusts
- REITS/1031
- CD's