Welcome to the scheduling page for Richard Nelsen, Certified Financial Planner®.
Please select which type of Event you want to schedule.
15 min Intro Meeting
We look forward to seeing you.
One Hour Account Review
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Quick 15 minute appointment
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Closing Meeting
We're looking forward to working with you!
Initial Consultation
We look forward to helping you meet your financial goals!
Annual Review Meeting
Schedule time to discuss your yearly financial annual review
Plan Presentation
Let's look at your current financial standing more in depth.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. 306 FIFTH ST, SUITE 101, BAY CITY, MI 48708