Focus: Insurance Strategies, Investment Strategies
Nolan Cleary is a financial planner with Charter Oak Financial, whose proud history dates back to 1886. Nolan focuses his practice on wealth management, retirement income planning and risk management mainly with business owners, families and retirees. Nolan also specializes in navigating government employees through the Federal Employee Retirement System (FERS) and helping them to understand their complex benefits.
Prior to joining Charter Oak, Nolan was a financial representative at Guardian Life Insurance.
Outside of the office, Nolan is involved with the Somerset Business Network International Group where he serves as the secretary and the treasurer. In his spare time, he enjoys gardening, playing golf or hockey and focusing on fitness and nutrition. When he is not doing one of those things, you can find Nolan enjoying a nice meal with his wife or spending time with friends and family.
Check the background of this investment professional on FINRA’s BrokerCheck