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Loretta Nolan Associates LLC

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.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Loretta Nolan, AEP, CFP®
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

13 Arcadia Rd Ste 10 Old Greenwich, CT 06870-1743 Phone: (203) 637-1402 Fax: (203) 637-1472

Primary Office

13 Arcadia Rd Ste 10 Old Greenwich, CT 06870-1743 Phone: (203) 637-1402 Fax: (203) 637-1472