Nelson Financial Group Revenue

Financial Services • 4851 Tamiami Trail N, Suite 302, United States • 11-20 Employees

Nelson Financial Group revenue & valuation

Annual revenue	$1,711,100
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,500,000
Total funding	No funding

Key Contact at Nelson Financial Group

Meilyn Nelson

Owner

Company overview

Headquarters	4851 Tamiami Trail N, Suite 302, Naples, Florida 34103, US
Phone number	+12628141000
Websites	nm.com nelsonfinancialgroup.com
NAICS	52
Keywords	Wealth Management, Business Planning, Financial Planning, Insurance Advisory, Estate Planning, Tax Considerations, Cfp®, Fee-Based Planning
Founded	2015
Employees	11-20
Socials

Nelson Financial Group Email Formats

Nelson Financial Group uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	100%

About Nelson Financial Group

Nelson Financial Group is a leading financial planning and wealth management firm delivering fee-based financial planning, wealth and investment management, and insurance advisory services tailored to business owners and high-income individuals and families across the nation. The team delivers the resources of the Northwestern Mutual Wealth Management Company within the context of an exclusive firm. https://www.northwesternmutual.com/social-media-guidelines For additional information, please call Nelson Financial Group at (504) 335-2133 or visit our website by clicking the link below.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Nelson Financial Group has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Nelson Financial Group has never raised funding before.

Frequently asked questions

Nelson Financial Group is located in 4851 Tamiami Trail N, Suite 302, US.

You can reach Nelson Financial Group at +12628141000.

Nelson Financial Group generates an estimated annual revenue of $1,711,100. This revenue figure reflects the company's market position and business performance in its industry.

Nelson Financial Group has an estimated valuation of $5,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Nelson Financial Group was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Nelson Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Nelson Financial Group

Meilyn Nelson

Owner

4.8

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