CONNECT

Address:

3465 Camino Del Rio S. Suite 250
San Diego, CA 92108

Phone:

Office: (619) 280-9414 Toll-Free: (800) 755-7425 Mobile: Rick Nelson (619) 559-0200 Mobile: Jason Batt (619) 794-7133

Fax/Other:

Fax/Other: (619) 280-9446

Our Firm


Nelson Pension Services is a full-service wealth management firm specializing in retirement planning needs for businesses and individuals.  Its consultative services and resources are centered on financial planning and establishing and managing retirement plans.  For businesses, Nelson Pension Services determines and establishes the most appropriate retirement plan(s) while balancing the goals of the business owner(s) with the needs of the employees.  For individuals, the firm offers a comprehensive suite of financial planning strategies, products, and account types while working alongside its clients' other financial professionals to ensure optimal solutions are discovered and utilized.        


Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck