From its inception over 25 years ago, Nolan Financial has focused solely on the custom design, implementation, funding and recordkeeping of nonqualified retirement and welfare benefit plans. Our specialized services cater to the needs of executives, directors and physicians of highly successful public, private and tax-exempt organizations.
Nolan Financial’s high-tech, high-touch approach helps administer plans with efficiency and reliability, resulting in a 99% customer retention rate.
Nolan Financial offers the following services:
• Deferred Compensation Plans • Bank Owned Life Insurance • Supplemental Executive Retirement Plans • Performance Unit Plans • Phantom Stock Plans • Plans For Tax-Exempt Organizations • Supplemental Executive Insurance Plans
If you are interested in working for Nolan Financial, visit our Career page:
Registered associates of Nolan Financial Group are registered representatives of Lincoln Financial Advisors 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. CRN-1027194-100214
Specialties: executive benefits consulting, Bank Owned Life Insurance - BOLI, nonqualified plan administration, welfare benefit, deferred compensation, Supplemental Executive Retirement Plans - SERP, 457 Plans, nonqualified
Website:
Industry: Financial Services
Type: Privately Held
Headquarters 6720 B Rockledge Drive Suite 140 Bethesda, MD 20817 United States
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