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You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial strategizing, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.
And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.
Please click here to contact us for assistance with any financial questions.
We have been working with Paul Bowolin and Nelson Family Financial Services for over a decade on our financial and insurance plans. We would like extend our personal thanks for the many successful years of service and business together!
We have, and without question, will continue to recommend you and Nelson Family Financial Services to our colleagues, friends and family!
Thank you again for all the great service and we look forward to continuing our financial relationship.
My wife and I have been clients of Paul Bowolin and Nelson Family Financial Services for many years. Paul is well-informed, knowledgeable and helpful. We rely on his wise counsel when making important investment decisions. He is polite, well-mannered, courteous and friendly. No question on our part is too much trouble. He immediately deals with every request.
We highly recommend Paul Bowolin and Nelson Family Financial Services.
Paul Bowolin of Nelson Family Financial Services has been my financial planner for more than a decade. What I appreciate about him the most is that he respects my values and strives to support my investment decisions rather than trying to convince me of a different course. He’s transparent regarding fees and other charges. As a result, my investments have truly brought wealth to me, which I then turn around and invest in the community. I am very grateful to Paul, his knowledge base, his professionalism, and his willingness to always research something that I don’t understand. I’ve recommended Paul to many of my friends.
I began working with Paul Bowolin at Nelson Family Financial Services several years ago on the advice of my tax person, who was aware that I wanted to bring my questions and goals under one umbrella and simplify my financial planning. Paul was and continues to be an excellent choice for me, bringing a wonderful combination of expertise and personal connection to each interaction we have. He acts as an advisor and has also become a trusted friend, willing to seek answers for my many questions in a broad array of connected areas.
Paul's caring nature brings personal service to a new level. He checks in with me regularly, reminds me of important dates and tasks that need to be handled, arranges regular meetings so we can talk in person. He sees my financial picture in a holistic way that inspires my trust; I have great confidence in his abilities and in the network of other experts he calls into play as necessary. I have recommended him to many people I know and am always delighted to do so.