Nellod Financial is a licensed financial collective that provides quality financial education and planning. We assist clients by providing goal setting, risk assessments, customized financial plans, retirement planning, investment management, and more. We help our clients connect with one of licensed professionals who can meet their needs and is available online or in-person.
It’s essential for us that our clients get personalized help from our team. Rather than do things the typical way, we’ve created a system designed around our clients’ needs.