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 over 25 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.
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A four-step framework for building a personal legacy.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A change in your mindset during retirement may drive changes to your portfolio.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
An increasing number have been developed to help individuals with their personal finances.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here are five facts about Social Security that might surprise you.
Make your retirement as exciting as your next vacation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Understanding the cycle of investing may help you avoid easy pitfalls.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.