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.