Nelson Wealth Advisors
Financial Advising
Why pick this one
Nelson Wealth Advisors has been providing personalized financial planning for over 30 years and is family-owned.
Best for
- individuals seeking comprehensive retirement planning
- families planning for college
- clients needing personalized wealth management
Look elsewhere if
- seeking predominantly online or automated financial advising
- preferring strictly low-fee investment options
Specialties
- retirement planning
- college planning
- wealth management
- estate planning
- charitable giving
Certifications
- CRPC
- CRPS
- AIF
- AIFA
What makes them different
- family-owned and operated
- focus on personalized planning
- combined experience of 62 years in the industry
- active approach to portfolio management
- proactive management to mitigate risk
- Years in business
- 30
Distilled from this business's own website.
Contact & Location
- Address
- 10604 Bent Twig Dr, Raleigh, NC 27613-6301
- Phone
- +19197969907
- Website
- http://www.nelsonwealthadvisors.com/
- ken.nelson@ceteraadvisors.com
Services
- financial advising
- asset growth strategies
- customized financial planning
- long-term wealth management