Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area North Jersey
CRD Number
Website leenolan.com
Client types

Overview

Lee, Nolan & Koroghlian, LLC was founded in 1991 and has built more than three decades of experience in delivering comprehensive financial services. The firm emphasizes a team‐oriented approach, with over 120 associates offering expertise in investing, insurance, estate conservation, and wealth preservation. They specialize in serving affluent families, executives and business owners, recognizing the unique lifestyles and needs of this clientele. With a philosophy that “no one strategy fits everyone,” they focus on listening first and crafting personalized financial solutions. Their core services include investment planning, insurance strategies, estate analysis and executive compensation and benefits planning. Operating as a large and advanced insurance and investment firm in the New Jersey/New York area, they hold themselves to a strong standard of professionalism and advanced credentials. Their mission is to simplify complex financial decisions and help clients secure their futures. The firm stands out for combining deep industry knowledge with personalized service, positioning themselves as trusted advisors in the financial services space.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

Platform Details

Investment Preferences

Alternative Activity

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