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Nelson Financial PlanningFinancial advisor in Winter Park, FL

Nelson Financial Planning is a financial advisor at 423 Country Club Dr, Winter Park, FL 32789, ranked #15 of 379 financial advisors in Winter Park and rated 5.0 from 42 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Winter Park, FLUpdated 0 paid placements in any rankingHow we rank

Call (407) 629-6477Website ↗

Key facts

Key facts about Nelson Financial Planning
Address423 Country Club Dr, Winter Park, FL 32789Get directions
Phone(407) 629-6477
Websitenelsonfinancialplanning.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 42 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Winter Park and 11 towns within 25 miles: Fairview Shores, Maitland, Altamonte Springs, Orlando, Lockhart, Goldenrod, Casselberry, Azalea Park, Pine Hills, Forest City and Longwood.

Based in Winter Park, FLView on map

Opening hours

Opening hours for Nelson Financial Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Nelson Financial Planning

How is Nelson Financial Planning ranked in Winter Park?

Nelson Financial Planning is ranked #15 of 379 financial advisors in Winter Park by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Nelson Financial Planning’s hours?

Nelson Financial Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Nelson Financial Planning serve?

Serves Winter Park and 11 towns within 25 miles: Fairview Shores, Maitland, Altamonte Springs, Orlando, Lockhart, Goldenrod, Casselberry, Azalea Park, Pine Hills, Forest City and Longwood. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Nelson Financial Planning?

Nelson Financial Planning has a rating of 5.0 from 42 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Nelson Financial Planning?

Call Nelson Financial Planning on (407) 629-6477. The business is at 423 Country Club Dr, Winter Park, FL 32789. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Nelson Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Nelson Financial Planning (this business)—705.0 (42)NoNo
Meridian Wealth Advisors#13705.0 (45)NoNo1.1 mi
KP Financial Firm#14704.9 (245)YesNo16.9 mi
Certified Financial Group, Inc.#16704.8 (110)NoNo5.9 mi

See all 379 ranked financial advisors in Winter Park