12/23/2025
🎄As the year comes to a close, we want to say thank you to our wonderful clients! Merry Christmas from J. Nelson Financial Group — we wish you health, happiness, and continued success in the year ahead. 🎄
Our mission is to provide clients with the capabilities and resources needed to help meet their fina Member FINRA/SIPC.
Securities and advisory services are offered through LPL Financial, a registered investment advisor. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
12/23/2025
🎄As the year comes to a close, we want to say thank you to our wonderful clients! Merry Christmas from J. Nelson Financial Group — we wish you health, happiness, and continued success in the year ahead. 🎄
04/16/2024
Do you have a financial plan in place for yourself and your family?
Contact us to establish a plan or to review your current plan!
04/05/2024
Tax Day is quickly approaching on Monday, April 15th! Make sure you have the documents and information you need to file by the deadline.
Is your 2023 tax bill higher than you expected? Contact us for a review to minimize your taxes in the future!
02/22/2024
Have a CD or Treasury Bond maturing soon?
Contact us to discuss the best option to meet your financial needs!
02/06/2024
Nervous about retirement? Wondering how long your retirement savings will last?
Contact us to review your retirement assets, income, and discuss retirement spending goals!
01/16/2024
What is estate planning, what documents make up your estate plan, and how can an estate plan create piece of mind for you and your family?
Contact us to create an estate plan or review your current plan!
01/04/2024
Starting a new job in 2024? Don't forget about your retirement plan at your former employer!
Contact us to review your plan and discuss which option is best for you!
Merry Christmas and Happy Holidays from all of us here at J. Nelson Financial Group, LLC!
11/23/2023
Happy Thanksgiving from all of us here at J. Nelson Financial Group!
07/04/2023
We hope you all have a great day celebrating the 4th. Enjoy your day off and the nice weather!
| Monday | 8am - 4:30pm |
| Tuesday | 8am - 4:30pm |
| Wednesday | 8am - 4:30am |
| Thursday | 8am - 4:30pm |
| Friday | 8am - 4:30pm |