Poor asset allocation. Defensive if questioned, almost narcissistic. Lack of knowledge for trusts and estates. Lack of empathy and discretion, will refuse input from clients, believes she...
Doug B.
6/9/2018
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Loretta Nolan Associates LLC is a fee-only financial advisory firm located in Old Greenwich, Connecticut. The firm is dedicated to acting as an advocate for clients, assisting them in building and preserving their wealth while navigating the complexities of financial information.
Offering a comprehensive range of services, Loretta Nolan Associates provides financial planning, investment management, executive compensation advice, and survivor planning services for individuals facing unique financial challenges. As a fee-only firm, they do not sell products or receive commissions, ensuring objective guidance for their clients.
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Poor asset allocation. Defensive if questioned, almost narcissistic. Lack of knowledge for trusts and estates. Lack of empathy and discretion, will refuse input from clients, believes she...