Our Team

 

Preferred Client Service Model

 

Dedicated Client Service Team

 

Common NQ Recordkeeper
Separate Disconnected Service Departments

       

Nolan Financial offers a team-based service structure that is unique in the industry. Dedicated service teams provide every aspect of service and administration. This wholistic team approach provides our clients unparalleled service and accuracy.

Firms commonly providing recordkeeping services utilize siloed departments. This structure imparts a disjointed service experience on both sponsors and participants while also increasing the opportunity for errors.

 

Dedicated Client Service Team

Nolan Financial offers a team-based service structure that is unique in the industry. Dedicated service teams provide every aspect of service and administration. This wholistic team approach provides our clients unparalleled service and accuracy.

Common NQ Recordkeeper

Separate Disconnected Service Departments

 

Firms commonly providing recordkeeping services utilize siloed departments. This structure imparts a disjointed service experience on both sponsors and participants while also increasing the opportunity for errors.

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