Loretta Nolan (AEP, CFP®)

Loretta Nolan focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Wealth Management

NAPFA Start Date

July 02, 1998

This Office

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