Financial Services for Retirees

PAUL NOLAN CPA personally meets with potential clients, during which he listens to them emphatically, before carefully  recommending any of the firms' financial services to qualified clients.
Typical Clients: Charlie & Nancy

As a wealth manager, he provides investment advice (stock, bonds, mutual funds, electronic traded funds, separately managed accounts, individual retirement arrangements, annuities, etc.), secures mortgages & long-term care insurance, prepares tax returns, conducts financial and estate planning, administers trusts and settle estates, counsels about veterans benefits and/or Medicaid, and serves as a guardian, trustee, or executor when needed.

Not all services and products are suitable for all clients.

Paul Nolan CPA
14931 Laguna Drive, Fort Myers, FL 33908
P (239) 454-2820 F (239) 454-2821

Securities offered through H. D. Vest Investment Services, SM, Member SIPC
Advisory services offered through H. D. Vest Advisory Services, SM
Non-bank subsidiaries of Wells Fargo & Company