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Planning Your
Financial Freedom

core values

Growth

--. .-. --- .-- - ....

Putting you on a forward path of acceleration

We are passionate about you and your success. Whether it be consulting on decisions for your business or educating you on various retirement planning options, it is our goal to come alongside and grow with you.

Strength

--. .-. --- .-- - ....

Fortitude and resilience through the unpredictable

We work with “tried and true” institutions such as Equitable Advisors and LPL. Your accounts are provided additional protection and oversight through several lines of insurance your Financial Professional and Broker/Dealer maintain. LPL serves as the clearing firm for Equitable Advisors and is the trading platform for brokerage and advisory accounts.

Trustworthy

- .-. ..- ... - .-- --- .-. - .... -.--

Trust is paramount to a successful financial professional/client relationship

At CenterPoint, building a lasting relationship with you by developing mutual trust and respect is key. We are committed to earning your trust through open, direct and professional communication with all of our advisors and staff.

Attentive

.- - - . -. - .. ...- .

Always acting in your best interest

We believe in placing your interests first and will act with prudence, skill and care at all times. We take the time to fully explain the options available to you, along with our unbiased recommendations to help you play an active and informed role in your plan.

Knowledge

-.- -. --- .-- .-.. . -.. --. .

Over 90 combined years of expertise

It is our priority to offer you knowledge and direction as we assist in investments, financial planning, insurance, tax and estate planning strategies. We are committed to providing a client-centered experience rooted in decades of experience.

Core Values

  • Growth
  • Strength
  • Trustworthy
  • Attentive
  • Knowledge

Growth

--. .-. --- .-- - ....
 

Putting you on a path designed for forward acceleration

We are passionate about you and your success. Whether it be consulting on decisions for your business or educating you on various retirement planning options, it is our goal to work alongside and grow with you.

 

Strength

--. .-. --- .-- - ....
 

Fortitude and resilience through the unpredictable

We work with “tried and true” institutions such as Equitable Advisors and LPL. Your accounts are provided additional protection and oversight through several lines of insurance available through your financial professional and our Broker/Dealer. LPL serves as the clearing firm for Equitable Advisors and is the trading platform for brokerage and advisory accounts.

Trustworthy

- .-. ..- ... - .-- --- .-. - .... -.--
 

Trust is paramount to a successful financial professional/client relationship

At CenterPoint, building a lasting relationship with you by developing mutual trust and respect is key. We are committed to earning your trust through open, direct and professional communication with all of our advisors and staff.

Attentive

.- - - . -. - .. ...- .
 

Always acting in your best interest

We believe in placing your interests first and will act with prudence, skill and care at all times. We take the time to fully explain the options available to you, along with our unbiased recommendations to help you play an active and informed role in your plan.

Knowledge

-.- -. --- .-- .-.. . -.. --. .
 

Over 90 combined years of experience 

It is our priority to offer you knowledge and direction as we assist with investments, financial planning, insurance, tax and estate planning strategies. We are committed to providing a client-centered encounter rooted in decades of experience.

our history

since 1986

1986
1991
2001
2009
2011
2015
2011
2020
2021
Nelson Financial Services building
Founding
Danny Nelson starts the firm
New York Life logo
Growth
Firm joins New York Life
Dan Twogood portrait
expansion
Dan Twogood joins the Firm
Rory Collins portrait
expansion
Rory Collins joins the Firm
Paul Rutkowski portrait
expansion
Paul Rutkowski joins the Firm
Grant Twogood portrait
expansion
Grant Twogood joins the Firm.
Obtains CFP® designation in 2019
Equitable Advisors logo
growth
Firm becomes a member of the Elite Advisor Group at the platinum level
dan nelson
change
Danny Nelson retires
CenterPoint Logo
rebrand
Nelson Financial Services rebrands to CenterPoint Strategies with Dan Twogood as the CEO
 

The Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
Nelson Financial Services is not owned or operated by Equitable Advisors.

New York Life is not associated or affiliated with Equitable Advisors or its affiliates