Distance Only Old Greenwich, CT
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Joseph’s aim is to assist you in informed, responsible stewardship of your assets for lifetime and generational needs. If you are planning for retirement, saving for your children’s or grandchildren’s education, or looking to preserve and grow your wealth- he can help.
Before entering the financial services industry Joseph served as the Director of Charter Sales at a private aviation firm, as well as Vice-President of Sales and Development for its information technology subsidiary.
Planning for Retirement
Retirement can bring significant changes to both your lifestyle and finances. It...
Loretta Nolan (CRD# 1127878) is an Investment Advisor Representative working at Loretta Nolan Associates, LLC in Old Greenwich, CT and has over 33 years of experience in the finance industry. Loretta Nolan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.