First Command Financial Advisor - Bill Nolan

Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants

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Tomorrow: 8:00 am - 5:00 pm

(401) 846-9842Call Visit WebsiteVisit Website Map & DirectionsDirections221 3rd St Ste 300Newport, RI 02840 Write a ReviewWrite Review

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Mon:	8:00 am - 5:00 pm
Tue - Wed	Closed
Thu - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

First Command Financial Advisor - Bill Nolan

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Charitable Giving
A great way to help to keep your spending in check is by setting limits. Create a plan for the holiday season by grouping your 2024 Christmas budget into categories such as gifts, decorations, food and charity. Then, figure out what percentage of your total budget you want to allocate to each category. For example, you could choose to spend 50 percent of your budget on gifts, 30 percent on charitable giving, 20 percent on decorations and 10 percent on food. Earmarking a specific percentage for each category can give you a better sense of how you are spending your money and help make it easier to adhere to your overall budget.

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Places Near Newport with Financial Planners

Jamestown (4 miles)
Middletown (5 miles)
Saunderstown (9 miles)
Bonnet Shores (9 miles)
Prudence Island (12 miles)
Portsmouth (12 miles)
Little Compton (12 miles)
Narragansett (12 miles)
North Kingstown (13 miles)
Wickford (13 miles)

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General Info: William Nolan joined First Command Financial Services as a Financial Advisor in February 2013, following a 28-year career in the United States Navy. There, he attained the rank of Captain and served as a Commanding Officer of Sea Control Squadron Three Three, a Naval Aviation Squadron with 200 personnel and 8 S-3B Viking aircraft. He completed seven western pacific deployments during his career. A graduate of the United States Naval Academy with a Bachelor of Science degree in Mathematics and the Naval War College with a Master of Arts degree in National Security and Strategic Studies, William holds Series 7 and 66 securities licenses plus state life and health insurance licenses in Rhode Island, Massachusetts, Missouri, New Hampshire, Connecticut and Maine. He is a Certified Financial Planner. As a First Command Financial Advisor, William is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. William enjoys spending time with his family and friends. He is an avid volunteer in local youth sports, and enjoys golf, reading and jogging. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Email: Email Business
Extra Phones: Fax: (401) 846-9889
Other Link: https://advisor.firstcommand.com/us/ri/newport/wjnolan
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers