Grow a lasting relationship. with those who care.
Nelson Financial Services has been a trusted partner in navigating the complexities of insurance for over 40 years. Founded by husband and wife team, Mike and Julie Nelson, the agency combines over 50 years of experience with a deep understanding of the local community to offer personalized insurance solutions that meet individual needs.
Our Mission
Our mission is to empower individuals and families to achieve financial security by providing tailored insurance solutions that protect against unforeseen challenges and create a solid financial future. We believe in building lasting relationships with our clients and guiding them through every step of the process, ensuring their unique needs are met.
Our Expertise
Nelson Financial Services offers a comprehensive range of insurance products and services, spanning across various financial scenarios. We specialize in:
Life Insurance
- Term life insurance
- Whole life insurance
- Indexed universal life insurance
Income Protection
- Disability income insurance
- Critical illness insurance
Retirement Planning
- Annuities - Immediate, Deferred, Fixed Indexed
- Medicare supplements
Estate Planning
- Final expense insurance
Our Guiding Principles
At Nelson Financial Services, we adhere to core principles that guide our interactions with clients:
- Integrity: We maintain transparency and honesty in all our dealings.
- Professionalism: We offer sound advice backed by extensive knowledge and experience.
- Client-Centricity: We prioritize understanding your individual needs and goals.
- Communication: We provide clear and consistent communication throughout the process.
The Nelson Financial Difference
Our commitment to personalized service sets us apart. We take the time to understand your unique needs, assess your financial goals, and offer solutions tailored to your life stage and aspirations. We believe insurance should be personalized and accessible, empowering you to navigate life's unforeseen challenges with confidence.
Business Practices and Customer Service
The reviewers express their disappointment and frustration with the company's business practices, citing poor customer service and a lack of understanding. They mention that the company provides generic leads with recommended guidelines, but fails to consider all possible scheduled leads when setting appointments. Additionally, they claim that the company does not allow follow-ups for cancellations due to health issues, citing a belief that it is a waste of company time.
Money-Driven and Unsustainable
The reviewer believes that the company is driven by its desire for financial gain, rather than a genuine commitment to helping those in need. They suggest that the company uses health insurance as a means to access and obtain information about alternate savings, implying that this is done for ulterior motives rather than the benefit of the customers.
Disappointed and Frustrated
The reviewer concludes by expressing their disappointment and frustration with the company's practices, stating that they feel taken advantage of as a customer. They urge others to be aware of the company's practices and to avoid doing business with them.
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