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Your Unique Life.

Our Guided Approach.

Forward-Thinking Independent Financial Advice

An investment in knowledge always pays the best interest.
-Benjamin Franklin

At Nelson Financial, our mission is simple: to provide independent, forward-thinking financial advice that aligns with our valued clients’ own goals and priorities.

What sets us apart is that our advisors are completely independent, each offering a unique approach to financial planning and wealth management. One thing that remains constant across the board is that we all seek to build long-term relationships with our clients.  

Our firm’s staff is made up of many family relationships, and that level of loyalty to each other directly translates to how we treat every client. At the end of the day, we desire deep relationships built on trust and solid financial advice. Clients become like family.

While we provide nationwide service, our office is located in Scottsdale, Arizona.

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