MassMutual Financial Group-Lee, Nolan & Koroghlian

MassMutual Financial Group-Lee, Nolan & Koroghlian

 
 
 
 
 
 
 
 
 
 
 

MassMutual Financial Group-Lee, Nolan & Koroghlian

Corporate Commons Two, 2 Teleport Drive
Staten Island, NY 10311 | View on Google Maps
Mr. George Koroghlian Mr. George Koroghlian
(718) 568-2600
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Founded in 1991, Lee, Nolan & Koroghlian, LLC has been providing reputable, caring, and unprecedented financial services to our clients for over 25 years. Since our inception, our listen-first mentality has allowed us to gain deep understanding into the needs and goals of each one of our clients.

 

For Individuals & Families

Lee, Nolan & Koroghlian, LLC offers products and services designed to help bring continuity, structure, and security to your life.

Protect your current income and lifestyle with individual financial services. Let us help you create an educational fund for your children, manage your current assets, craft a legacy for your heirs, and so much more. 


Estate Planning:

  • Estate Tax Projections
  • Tax Minimization Strategies
  • Advanced Gifting Techniques
  • Family Business Integration
  • Charitable Planning Ideas
  • Trust Services and Asset Management
  • Life Care Planning for individuals with Special Needs

 

Financial Planning:

  • Fee-Based Financial Planning
  • Retirement Income Planning
  • Education Funding Strategies
  • Budget & Cash Flow Analysis
  • Risk Management Analysis
  • Asset Allocation Analysis

 

Wealth Management:

  • Securities Brokerage Services
  • Institutional Managed Money Platforms
  • Passive Investments
  • Alternative Asset Offerings
  • Fixed & Variable Annuities
  • Tax Efficient Strategies
  • Retirement Income Strategies
  • Diversification Strategies

 

Risk Management:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Guaranteed Income Annuities

 

For Businesses

You’ve already built a successful business. Now is the time to protect it. Your focused dedication and endless sacrifice has resulted in a thriving business of which you are enormously proud. Now is the time to honor that hard work by helping secure the future of your business with Lee, Nolan & Koroghlian, LLC. We will help you outline and implement a formal business planning strategy designed to:

  • Protect your business
  • Attract and retain key employees
  • Assure the orderly transfer of your business
  • Secure a legacy for children not active in your business
  • Improve quality and reduce the cost of employee benefits

No business is complete without a financial strategy that will account for the unexpected. Your focus is right where it should be - on growing your business to assure its long-term success. Let the Lee, Nolan & Koroghlian, LLC team focus on helping to protect everything you have worked so hard to achieve.

Member Since: 2001