Today's Leaders In Insurance & Financial Services

Main Phone: 480.505.1183 or Toll Free: 800.964.8208

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Mission Statement

Classic Mission statements constructed with expensive words and long-winded paragraphs convey ideals like trust, integrity, commitment and honesty.

These ideals are not just printed words or goals for us. Rather, they encompass the way we live our personal and professional lives. Doing the right thing in words and actions all the time.

Nelson Financial Group

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



We are a group of experienced employee

and personal investment professionals.

What We Do

Nelson Financial Group offers cost effective options for a wide range of services. Whether you are looking for group benefits packaging or an easier way to enroll employees, we are here to help.




Our Benefits Team uses an annual calendar and contact report to schedule quarterly service calls and periodic visits to help ensure client satisfaction throughout the year. We are committed to each of our clients and will provide the following consulting services to your organization throughout the year.


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Online Enrollment

Available to our Employee Benefits clients of any size, our HR/Benefits platform provides an optional online enrollment feature that can simplify your Benefits enrollment process.  Whether used for new hire on-boarding or during Open Enrollment, this tool can make life easier for your Employees and Benefits Administrators. This is a free service to our clients.

Enroll Now

Strategic Partners

Partnered with

Steven A. Bloom, Esq.

Law Offices of Steven A. Bloom PLLC

Pinnacle IV at Kierland 14850 North Scottsdale Rd., Suite 285

Scottsdale, AZ 85254

Phone: 480-656-5748

Fax: (480)-452-1886

Partnered with

Abbie Shindler- Member

Nussbaum Gillis & Dinner, P.C.

14850 N. Scottsdale Rd., Suite 450

Scottsdale, AZ 85254


Phone: (480) 237-8721

Fax: (480) 609-0016

Partnered with

Jason Pritchett

The Pritchett Law Firm

Phoenix, AZ

Phone: (480) 382-6556

Fax: (480)-452-1886


Partnered with

Peter Borish


115 Central Park West

Apt 4C

New York, NY 10023

Phone: (917) 699-6000

Fax: (480) 505-9809

Partnered with

Wolfson Berbenich & Company, CPA's


1010 Northern Blvd.

 Rm. 306

Great Neck, NY 11021

Phone: (516) 498-1040

ext. 101


Partnered with

Robby Tebow


Office: (480) 505-1183

Cell: (904) 718-2826





Legal Support




Legal Support

Legal Support

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