Nolan Financial
www.nolanfinancial.comAs a leader in executive benefits for more than thirty years, Nolan Financial has specialized in the custom design, enrollment, funding and administration of nonqualified retirement plans for the benefit of executives of public, private and tax-exempt organizations. Nolan Financial distinguishes itself by the way we partner with our clients and the service we are able to provide to sponsors and participants. Independence and Culture: Independently owned and applying an open architecture philosophy and platform, for both plan design and funding, allows Nolan Financial the freedom to find the best solution for every client. Service and Administration: While most providers silo each department within their administrative structure, Nolan Financial utilizes a unique in the industry team-based administrative structure. Specialized service teams are assigned to each client and provide every aspect of administration and service. No outsourcing or traditional call center. This enables Nolan Financial to provide unparalleled accuracy and service for both plan sponsors and participants. Nolan Financial services: • Nonqualified Deferred Compensation Plans (NQDC) • Supplemental Executive Retirement Plans (SERP) • Bank Owned Life Insurance (BOLI) • Executives of Tax-Exempt Organizations (457 b/f) • Physicians and/or Executives Tax-Exempt Healthcare Organizations (457 b/f) • Supplemental Executive Insurance Plans - Life and Disability Registered associates of Nolan Financial Group are registered representatives of Lincoln Financial Advisors Corp.Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors does not offer legal or tax advice. Nolan Financial Group is not an affiliate of Lincoln Financial Advisors Corp. The Nolan Financial Group, 6720 B Rockledge Drive, Ste 140, Bethesda, MD 20817 CRN-3006049-032020
Read moreAs a leader in executive benefits for more than thirty years, Nolan Financial has specialized in the custom design, enrollment, funding and administration of nonqualified retirement plans for the benefit of executives of public, private and tax-exempt organizations. Nolan Financial distinguishes itself by the way we partner with our clients and the service we are able to provide to sponsors and participants. Independence and Culture: Independently owned and applying an open architecture philosophy and platform, for both plan design and funding, allows Nolan Financial the freedom to find the best solution for every client. Service and Administration: While most providers silo each department within their administrative structure, Nolan Financial utilizes a unique in the industry team-based administrative structure. Specialized service teams are assigned to each client and provide every aspect of administration and service. No outsourcing or traditional call center. This enables Nolan Financial to provide unparalleled accuracy and service for both plan sponsors and participants. Nolan Financial services: • Nonqualified Deferred Compensation Plans (NQDC) • Supplemental Executive Retirement Plans (SERP) • Bank Owned Life Insurance (BOLI) • Executives of Tax-Exempt Organizations (457 b/f) • Physicians and/or Executives Tax-Exempt Healthcare Organizations (457 b/f) • Supplemental Executive Insurance Plans - Life and Disability Registered associates of Nolan Financial Group are registered representatives of Lincoln Financial Advisors Corp.Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors does not offer legal or tax advice. Nolan Financial Group is not an affiliate of Lincoln Financial Advisors Corp. The Nolan Financial Group, 6720 B Rockledge Drive, Ste 140, Bethesda, MD 20817 CRN-3006049-032020
Read moreCountry
State
Maryland
City (Headquarters)
Bethesda
Employees
11-50
Founded
1989
Estimated Revenue
$1,000,000 to $5,000,000
Social
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View all employeesPotential Decision Makers
Senior Vice President , Operations and Plan Services
Email ****** @****.comPhone (***) ****-****Vice President of Plan Services
Email ****** @****.comPhone (***) ****-****Board Member
Email ****** @****.comPhone (***) ****-****Chairman of the Board at Nolan Financial
Email ****** @****.comPhone (***) ****-****