RM | Family Financial Services Nelson

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.