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Loretta Nolan, CFP®

Loretta Nolan Associates, LLC

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

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Household Income Minimum: $0
Investable Asset Minimum: $0

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

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.