My wife and I met Cecilia Helos and Davina Kariqi at a sponsored event; they immediately understood our perspectives related to financial planning, and we then engaged them to help us develop some new financial plans. We are extremely pleased with our continuing engagement with this top-notch financial services team. In a nutshell, they far exceeded our expectations in providing financial advice and we unequivocally highly recommend them as a first-class financial services team. This dynamic duo took the time to get to know us and to thoroughly understand our financial situation and our risk appetite. The result has been an approach that is appropriate for us and permits us to provide a significant measure of future financial security for our children, and to transfer generational wealth to our grandchildren. While we were already very knowledgeable and experienced consumers of financial services, Ceci and Davina provided guidance and new perspectives and ideas that were highly effective in helping us better define our goals and putting together a plan to achieve our goals. They are extremely knowledgeable about the full range of financial services available to us. They are highly professional; extremely polite; very organized; displayed excellent attention to detail; and communicated frequently and effectively throughout our engagement. We experienced a serious snag with insurance policy coverage that threatened to derail our financial plans, but Ceci and Davina stayed on the job and worked with us and the insurer to resolve the issue and permit us to realize our plans to fruition. This speaks well to their work ethic, perseverance and client-oriented approach. The financial approach they developed for us has led to a considerable improvement in our overall financial affairs, with a significant and measurable effect on the financial security of our extended family. This personable duo gained our trust with their credibility, openness and honesty throughout our engagement. We absolutely trust them, their honest advice, and appreciate their genuine interest in our long term, extended family financial welfare.
Lee, Nolan & Koroghlian, LLC
Lee, Nolan & Koroghlian, LLC at a glance
Google reviewers rate Lee, Nolan & Koroghlian, LLC 4.6 out of 5 based on fourteen reviews, with the owner responding to none. Clients describe staff as knowledgeable, patient, and professional, noting clear communication and smooth processes for financial planning and life insurance. Positive feedback highlights quick turnaround times and helpful guidance in structuring long and short term plans, with no recurring criticisms evident in the provided excerpts.
- Google rating: 4.6 out of 5 from 14 reviews (86% five-star).
- Reviews on this page: 14 Google reviews (10 with written comments).
- Owner responses: the business replied to 0% of reviews.
- Most recent review: May 6, 2026.
- Service: Financial Advisor serving Garfield, New Jersey.
Data from Google, last updated October 28, 2026.
Score profile vs other financial advisors
Score per factor (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.
Bar = this company · dark tick = category median.
Star ratings
14 Google reviews we collected
- 5 stars1286%
- 4 stars00%
- 3 stars17%
- 2 stars00%
- 1 star17%
Praise vs complaints
Phrases our text analysis found in 10 written reviews
- Praise28100%
- Complaints00%
Topic share
How often each topic comes up in the written reviews
- Staff & attitude725%
- Would recommend725%
- Communication518%
- Quality & results414%
- Speed & response27%
- Honesty & trust27%
- Price & value14%
What customers talk about
We read 10 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“While we were already very knowledgeable and experienced consumers of financial services, Ceci and Davina provided guidance and new perspectives and i…”
“…our expectations in providing financial advice and we unequivocally highly recommend them as a first-class financial services team.…”
“…olite; very organized; displayed excellent attention to detail; and communicated frequently and effectively throughout our engagement.…”
“We are extremely pleased with our continuing engagement with this top-notch financial services team.”
“and I met Cecilia Helos and Davina Kariqi at a sponsored event; they immediately understood our perspectives related to financial planning, and we th…”
“This personable duo gained our trust with their credibility, openness and honesty throughout our engagement.”
“He was ruthless to get us the best quote.”
People customers mention
- Feinstein 7 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
I’ve known Cecilia (Cece) Helo for many years, and getting life insurance through her was an outstanding experience. She’s extremely knowledgeable, professional, and easy to talk to. Cece made the entire process smooth and stress‑free. I highly recommend her to anyone looking for reliable guidance and great service.
Davina Kariqi has been assisting me with my finances for a few years now and she has been incredibly helpful every step of the way. She is kind and patient and I highly recommend working with her!
Moshe Feinstein was excellent to work with very patient and answered all my questions.
Moshe Feinstein was a huge help!He was patient,he explained everything clearly,and was great with structuring a plan that works both long and short term for me.
Great company who can guide you with your finances. Mr. Feinstein really knows his stuff and s a great person do deal with. I would highly recommend using Mr. Feinstein.
I had the most amazing experience with Moshe Feinstein. He is extremely knowledgeable and helped me make an informed decision. I would highly recommend!
Photos
Customer reviews
4.6 ★★★★★ 14 reviews on Google · rating breakdown
Reviews from Google, shown as published (original wording, unedited).
I’ve known Cecilia (Cece) Helo for many years, and getting life insurance through her was an outstanding experience. She’s extremely knowledgeable, professional, and easy to talk to. Cece made the entire process smooth and stress‑free. I highly recommend her to anyone looking for reliable guidance and great service.
- Price assessment: Great price
- Services: Life insurance
Davina Kariqi has been assisting me with my finances for a few years now and she has been incredibly helpful every step of the way. She is kind and patient and I highly recommend working with her!
Moshe Feinstein was excellent to work with very patient and answered all my questions.
Moshe Feinstein was a huge help!He was patient,he explained everything clearly,and was great with structuring a plan that works both long and short term for me.
Great company who can guide you with your finances. Mr. Feinstein really knows his stuff and s a great person do deal with. I would highly recommend using Mr. Feinstein.
I had the most amazing experience with Moshe Feinstein. He is extremely knowledgeable and helped me make an informed decision. I would highly recommend!
Working with Moshe Feinstein is an absolute pleasure. He is courteous, professional, and will always do right by his customers. I highly recommend giving him a call if you are looking to buy life insurance.
Had a wonderful experience getting life insurance through our agent Moshe Feinstein. He made the process as painless and quick as possible. When we ran into some hurdles he worked to update me every step of the way and escalated all issues in a timely manner. He was ruthless to get us the best quote. I would highly recommend him and the firm to anyone who wants quick turnaround, exceptional customer service, and clear communication.
Moshe Feinstein was a great guy to work with to get insurance!
Business details
- Address: Park 80 West, Plaza, 250 New Pehle Ave I, Suite 405, Saddle Brook, NJ 07663
- Phone: (973) 237-0100
- Website: leenolan.com
- Service area: Garfield, NJ