Lee, Nolan & Koroghlian, LLC is a financial planner in Garfield, NJ. The firm provides specialized services including investing, insurance, estate conservation, and wealth preservation. They serve a specific clientele consisting of affluent families, executives, and business owners. The firm holds a 4.50 rating.
Founded in 1991, the firm has operated for over 30 years with a focus on a listen-first mentality to understand individual client goals. As one of the larger insurance and investment firms in the tri-state area, the organization employs over 120 associates, many of whom possess advanced educational degrees and professional designations. Their service offerings include advanced estate analysis, well-rounded investment portfolios, and executive compensation and employee benefit plans. The team utilizes an educational approach designed to remove the mystery from complex financial decisions regarding wealth and insurance.
Lee, Nolan & Koroghlian, LLC provides dedicated financial expertise and wealth management solutions for the Garfield community and the surrounding tri-state area.