Nelson Financial

Nelson Financial

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We provide Investment Advisory Services and Financial Planning to professionals, small business owne

We provide Investment Advisory Services and Financial Planning to professionals, small business owners and local non-profit and governmental organizations. We help you plan for your future, make wise investment decisions, and manage retirement plans. Securities offered through Securities America, Inc., member FINRA(www.FINRA.org)/ SIPC(www.SIPC.org) Joel Nelson Investment Representative. Advisory

CFP Board Public Awareness Campaign - It's Gotta Be a CFP (Surgery, :30 second spot) 05/15/2024

https://youtu.be/TUD1i5d9AUE?feature=shared

CFP Board Public Awareness Campaign - It's Gotta Be a CFP (Surgery, :30 second spot) Asking the right question can greatly impact your future – especially when it comes to your finances.Is your financial advisor a CFP® professional? CERTIFIE...

Photos from Colorado Wheat's post 07/22/2023

Beautiful in so many ways!

07/21/2023

Harvest in Eastern Logan County.
📸: Matthew Monroe

07/21/2023

What a challenging year. Can't wait till this is all in the bin!

Harvest in Eastern Logan County.
📸: Matthew Monroe

07/03/2023

True that!

If everything in the portfolio went up at the same time, it would mean you're not diversified!

06/17/2023

Persist! You can do this.

Ranked: The Most Affordable U.S. Cities for Home Buyers 06/14/2023

Interesting which states are most represented. Not represented: Cities/States in the Rockies.

Ranked: The Most Affordable U.S. Cities for Home Buyers There's more to consider than the price tag when purchasing a house. This ranking reveals the most affordable U.S. cities for home buyers.

Photos 05/29/2023

Quote of the day.

Here’s What Retirement Looks Like in America in Six Charts 04/15/2023

Interesting Article. On Average retired Americans spend 9 hours sleeping, 6 hours at leisure and another 4.5 hours watching TV.

Here’s What Retirement Looks Like in America in Six Charts From 401(k)s to healthcare, a look at how Americans spend time and money in retirement.

Photos from Nelson Financial's post 12/01/2022

If you'd like to know what's on my mind, here you go! Merry Christmas!

2023 State Business Tax Climate Index 11/09/2022

The usual suspects. Wyoming and South Dakota the best. New York, New Jersey and California the worst. Montana, & Florida also excellent. Colorado in at #21 despite very high sales tax and unemployment tax. Minnesota all the way down at #45.

2023 State Business Tax Climate Index While there are many ways to show how much is collected in taxes by state governments, our Index is designed to show how well states structure their tax systems by focusing on the how more than the how much in recognition of the fact that there are better and worse ways to raise revenue.

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Telephone

Address


206 Main Street/PO Box 750
Sterling, CO
80751

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm