Loretta  Nolan

Loretta Nolan

| CFP®

Loretta Nolan Associates LLC

Fee Only Financial Planner Located in Old Greenwich, CT and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

13 Arcadia Road
Suite 10
Old Greenwich, CT 06870

Loretta Nolan is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Loretta Nolan has been named a Top 100 Wealth Manager for 2012 by AdvisorOne, and Top Wealth Manager for 2011 and 2010, a distinction awarded for three consecutive years. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA). She is a past president of the Estate Planning Council of Lower Fairfield County and a member of Connections, a community leadership organization in Greenwich, CT, where she resides. She is also a member of the Professional Advisor’s Council of the Fairfield County Community Foundation.

She lectures on retirement planning and separation package issues to corporations and outplacement firms, and has lectured at Iona College. Loretta Nolan received her Certified Financial Planner™ designation from Adelphi University and is an Accredited Estate Planner.