Nofal Insurance and Wealth

Nofal Insurance and Wealth offers discretionary investment management and comprehensive financial planning services. Investment management is tailored to each client's goals, time horizon, and risk tolerance. The firm also offers specialized financial planning packages, including the Life Foundations Plan for young families, a standard Financial Plan, and an All-Inclusive Plan that covers full planning and product implementation. Financial consulting is available on an hourly basis. Hani Nofal serves as the owner and chief compliance officer. In addition to investment advisory services, the firm's team includes licensed insurance professionals, creating potential conflicts of interest when insurance products are recommended alongside advisory services.