GB
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.
IG
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.
PS
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.
RM
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.
Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car.
You are more experienced now, your bank account is larger, and it is easier to think further ahead.
We serve individuals, families and business in the Nelson area. Our primary goal is to help each client meet their unique financial goals.
We are never satisfied until you are.
