Loretta  Nolan,  CFP<sup>&reg;</sup> - Financial Advisor

Loretta Nolan, CFP®

President

Loretta Nolan Associates, LLC

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

General

Loretta Nolan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Loretta Nolan Associates, LLC in Old Greenwich, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Estate Planner (r)(AEP)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources