
Joel Schaeferemail
Lee, Nolan & Koroghlian, LLC
Saddle Brook, NJ 07663
Professional Story
Preparing for the next step in life isn’t always easy. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Education
Tufts University (1997-2001), Tuck School of Business at Dartmouth College (2006-2008)
Hobbies
Cooking, Travel, Rock Climbing, Mountain Biking, Skiing, Gardening
Languages: English
Credentials: MBA
Specialties:Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Estate Planning, Financial Education
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