James "Jimmy" M. Nelson
CERTIFIED FINANCIAL PLANNER®
CERTIFIED FINANCIAL PLANNER®
As the co-founder of Family Financial Services, Jimmy designs financial plans that cater to each client’s unique needs and objectives.
Starting in 1988, he developed a unique approach to money management. His goal is for his clients to have a streamlined, comprehensive approach to financial and estate planning. His approach focuses on what is most important to clients surrounding their money, assets, and circumstances.
With a “client-first” mindset, Jimmy feels privileged to have helped bring peace, order, and assurance to thousands of families. His favorite moments are when he assures clients that everything will be okay.
When Jimmy is not hard at work, he prioritizes spending time with his family, outdoors in the woods or on the water, and hunting with his German Shorthair Pointers.
“You will get all you want in life, if you will just help enough other people get what they want.” – Zig Zigler
Subscribe below to get special offers and news updates delivered to your inbox.
122 East Tillman Avenue
Lake Wales, Florida 33853
(863) 676-8432
We protect your assets from those things in life that can threaten what’s most important to you.
Ⓒ 2022 Family Financial Services. All Rights Reserved. Privacy Policy.
Website design by Bambiz.
Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB. Investment advisory services offered through Kalos Management, Inc., both located at 11525 Park Woods Circle, Alpharetta, GA 30005. Family Financial Services is not an affiliate or subsidiary of Kalos Capital, Inc. and Kalos Management, Inc. Disclosures.
