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Why We're Different

Like many of our clients, you are someone who has worked with vigor to attain success and build wealth. While most people see financial planning services as a luxury, you do not. You understand that proper and adequate financial planning is a necessary requirement needed to help maintain, preserve, and grow your wealth.

Founded in 1991, Lee, Nolan & Koroghlian, LLC has been providing reputable, caring, and unprecedented financial services to our clients for 30 years. Since our inception, our listen-first mentality has allowed us to gain deep understanding into the needs and goals of each one of our clients. Over 140 associates strong, our firm is comprised of well trained and experienced financial professionals, many of whom hold professional designations and advanced educational degrees. As such, our clients have access to a wide range of specialists and expert financial professionals.

As one of the largest and most advanced insurance and investment firms in the tri-state area, Lee, Nolan & Koroghlian, LLC has been able to develop and attract some of the best talent available in the financial services industry. Whether you need an advanced estate analysis, a well-rounded investment portfolio, or executive compensation and employee benefit plans, our renowned team of professionals can help.

Working exclusively with affluent families, executives, and business owners, Lee, Nolan & Koroghlian, LLC understands your unique lifestyle and what it takes to help ensure its ultimate preservation.


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Call Out Box One Call Out Box One

We are a team of experienced professionals, ready to help with your financial issues and concerns.

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Call Out Box Two

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Call Out Box Three

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

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Helpful Content

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Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Women and Financial Strategies

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Use this calculator to estimate your capital gains tax.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Investment Strategies for Retirement

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5 Smart Investing Principles

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How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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What does your home really cost?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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