Find the Certified Financial Planner™
Who's right for you.

John R. Nelson, CPA, CFP®, CRPC

Ameriprise Financial Services

1314 E Sonterra Blvd
Ste 401 Bldg 4
San Antonio, TX 78258
Phone: (210) 582-1313
Fax: (210) 582-1301

Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Business Taxes
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.