Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA®

Reviews

• SA

  sarah andrews

  Nov 18, 2025
  5.0
  I can not say enough about how much Alex Nelson has helped me navigate the complexities of annuities, IRA's and to making sure I have the right life insurance coverage. I met Alex through my parents whom he has advised over the years. He has been there for my parents every step of the way professionally and personally through serious health issues. What sets Alex apart is the genuine care and attention to detail he offers. It's not just about the numbers with Alex - it's about understanding my personal goals, challenges and day-to-day life. He has taken the time to get to know my family on a deeper level, providing tailored advice and always going the extra mile to make sure I am confident in my financial decisions. The personal touch and guidance make all the difference. Regardless of your financial situation, I highly recommend Alex. He makes the entire process feel much less intimidating and you can tell he truly cares about your well being, not just your portfolio.
• HH

  H&M

  Mar 31, 2025
  5.0
  Working with Alex Nelson as our financial advisor has been one of the best decisions we’ve made. Not only is he a close friend, but he’s also an exceptional professional who brings clarity, care, and deep expertise to everything he does. Alex has helped Meredith and me navigate important financial decisions, including setting up life insurance policies, IRAs, and long-term planning strategies that align with our goals. He took the time to truly understand our needs and crafted a plan that made us feel both confident and secure in our future. What makes Alex stand out is his ability to simplify complex topics and communicate them in a way that feels empowering. He’s reliable, responsive, and always brings thoughtful insight to the table. His professionalism, combined with a genuinely personal touch, makes working with him a seamless and positive experience. We can’t recommend him highly enough—five stars, without question.
• RC

  Ruby Coakley

  Jun 6, 2023
  5.0
  My experiences with Alex has been the very best. We moved to North Carolina about 5 years ago and after being with a financial advisor for about 30 years in Virginia we felt we needed to make a change and are we glad we did. He has given us information that we did not have before and our retirement accounts are steady and strong. Alex is trustworthy and always responds quickly.
• RP

  Rhonda Pike

  Nov 2, 2022
  5.0
  We are confident that our interests are being professionally and carefully considered. This is a team that communicates clearly and makes the most of our opportunities. We trust Alex!
• VW

  Vicki Watson

  Jan 20, 2022
  5.0
  Alex and his team have been an incredibly valuable resource during arguably the most challenging time of our lifetime-the 2+ years of a global pandemic! Highly recommend!!!!

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