Loretta Nolan Associates LLC

Loretta Nolan, AEP, CFP
Loretta Nolan Associates LLC is a fee-only wealth management firm based in Old Greenwich, Connecticut. We provide comprehensive financial planning services, as well as investment management and family office services. Loretta works with senior executives and their families, as well as those who have been recently widowed or divorced. Loretta is a Certified Financial Planner (TM) and an Accredited Estate Planner.

(203) 637-1402

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Loretta Nolan Associates LLC / Financial Advisor in Old Greenwich, Connecticut

Specialties