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 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 120 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 local specialists and experienced 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
Helpful Content
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
View all articles 
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
View all calculators
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.