Doing the right thing, in words and actions, all the time.

Welcome to the Nelson Financial Group

Nelson Financial Group 

We are a group of experienced employee and personal investment professionals. We service existing plans, bring cost effective options and provide ideas with advice to help companies and individuals with a wide range of services.

Please use this Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

In addition, as New York Life Insurance Company agents and Registered Representatives of NYLIFE Securities LLC, Daniel D. Nelson, Daniel J. Twogood, David T. Thomas, Neal A. Hiett, J. Darren Wallace, Sergio Amesquita and Jeffrey C. Cleveland are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Agents licensed collectively to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA, CO, CT, IA, ID, IL, IN, MA, MN, MS, NJ, NV, NY, OR, TN, TX, WA, and WI.  No insurance business may be conducted outside these states referenced.

#Registered Representatives collectively offering securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.  In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IA, ID, IL, MN, NE , NJ, NY, OR, TN, TX, and WA where the Registered Representatives are collectively licensed.  No offers may be made or accepted from any resident outside the specific states referenced.

*Daniel J. Twogood and Neal A. Hiett are separately registered as Investment Adviser Representatives with Eagle Strategies LLC, a registered Investment Adviser, offering investment advisory services in the states of AZ, CA, IA, MN, NY.  No offers may be made or accepted from any resident outside the specific states referenced. 

The following agents are licensed in the state of California to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies; Daniel D. Nelson - 0B52769, Daniel J. Twogood - 0C83326. David T. Thomas - 0C93480, Neal A. Hiett - 0E6692, J. Darren Wallace - 0E46214, and Sergio Amesquita - 0G07005.

The Nelson Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither The Nelson Financial Group, its employess nor NYLIFE Securities LLC or its subsidiaries and affiliates render tax, legal or accounting advice.  Please consult your professional advisers regarding your particular situation.