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.
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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Couples may be able to head off many of the problems in a marriage that money can cause.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Healthy habits are one of the greatest gifts to give your child.
How long does a $20 bill last?
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Are women prepared for a 20-year retirement?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the cycle of investing may help you avoid easy pitfalls.