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.