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Loretta Nolan Associates, LLC

EST. AUM
$135,810,434

CONTACTS
1

CLIENT ACCOUNTS
126

Firm Details

Metro area Stamford
CRD Number 126468
Website lorettanolan.com
Client types

Overview

Loretta Nolan Associates, LLC is a fee-only financial advisory firm located in Old Greenwich, CT. The firm's mission is to act as a client advocate, to assist in building and preserving client wealth and helping to make sense of the financial information overload many feel today. Loretta Nolan is a strong believer in the objectivity that fee only planning provides. The firm does not sell products or receive commissions of any kind and will work with clients' other advisors to implement a financial plan. Services include comprehensive financial planning, income tax planning, executive compensation planning, employee benefits consulting, and investment consulting. Loretta Nolan Associates also provides survivor planning services to assist those facing life-changing financial issues such as divorce, death of a spouse, or loss of a job.

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Address

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

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