Nelson Banks Financial
Nelson Banks Financial
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    Financial Services Retirement Planning, Business Consulting & Insurance

    Financial Services Retirement Planning, Business Consulting & InsuranceFinancial Services Retirement Planning, Business Consulting & InsuranceFinancial Services Retirement Planning, Business Consulting & Insurance

    (404) 271-5700

    Book an Appointment or Get a Quote

    Financial Services Retirement Planning, Business Consulting & Insurance

    Financial Services Retirement Planning, Business Consulting & InsuranceFinancial Services Retirement Planning, Business Consulting & InsuranceFinancial Services Retirement Planning, Business Consulting & Insurance

    (404) 271-5700

    Book an Appointment or Get a Quote

    About Us

    Financial Planning & Insurance

    Since June, 2000, we've created written financial plans to meet our client's needs and goals. Our plans includes; retirement planning, insurance protection, special needs planning, long-term care, estate planning, or small business consulting. 


    As a licensed insurance agency,  we offer various types of insurances plans. We also utilize insurance strategies to ensure you have tax-free income in retirement or for whatever reason.


     If you're struggling after the loss of a loved one, our experienced advisors and attorney can help you settle your estate. We understand loss and grief, that's why we take a "No Pressure Approach"  in helping survivors  and their families, make the right decisions at the appropriate time. 



    Our Proven Approach

    1. First, we analyze your goals and current strategies to see what's working.
    2. Second, we define clear and concise goals and strategies.
    3. Third, we make specific recommendations and implement tools designed to meet your needs and align with your risk tolerance. 
    4. Lastly, monitor and maintain ongoing financial advice through a series of meetings. This means, you're never alone! 


    By meeting with you multiple times throughout the year, we can make adjustments as needed.

    Why Us?

    • Over 30 year of financial, legal, and accounting experience.
    • We're committed to strong ethical principles.
    • We focus on the goals that matter the most.
    •  We love what we do!

    Our Team

    Sheron Nelson-Banks Agent | Advisor

    With more than 25 years of experience in accounting and financial services, Sheron holds multiple degrees, certifications and licenses.  She began her career in financial services with American Express Financial Advisors, currently known as; Ameriprise Financial.  After selling her Ameriprise practice, she started Nelson Banks Financial in 2014, offering the following services


    Insurance; Life, Disability, Annuities & Small Business

    Retirement Planning

    Business Start Up - Formation 

    Expediting Services ( We handle municipality red tape)

    Licensing, Trademark and Copyrighting (attorney referral)

    Buy/Sell Agreement Funding

    Retirement Income Strategies

    Legacy Planning


    Request A Consultation Below

    Tarkenton Financial

    Tarkenton Financial partners with elite financial professionals who care about creating a better life retirement for their clients. Our mission is to help people; and we do just that!  Which is one of our guiding principles. Hall of Fame Quarterback, Fran Tarkenton has built several $100 million businesses.

    Tarkenton Financial separate itself from other marketing organizations by understanding that “there is no silver bullet” and that “nothing takes the place of hard work.” They focus on the fundamentals and proven processes to help advisors create a successful financial practice. 

    Sheron Banks has been a proud partner since 2014


     3340 Peachtree Rd NE, #2300, Atlanta, Georgia 30326

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    Contact Us

    Today is the perfect time to start planning for your future.  Whether you need financial planning, home & auto insurance, benefits or business insurance call us, we can get you started with a plan to meet your needs.

    Nelson Banks Financial

    Hours

    Monday - Thursday: 9 a.m. - 5 p.m.

    Friday - Closed

    Saturday - Appointments may be available on a case-by-case basis and must be scheduled in advance. 


    Initial appointments are done via Phone or ZOOM unless otherwise agreed.  In office appointments will be held at the Tarkenton Financial office in Atlanta (Buckhead).


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