Company profile

Loring, Wolcott & Coolidge Trust, LLC

Committed to helping families achieve their financial goals—today and for generations to come.

Industry
Financial Services
Employees
115
Headquarters
Boston, MA
LinkedIn followers
3,231
Office locations
1

Loring, Wolcott & Coolidge Trust, LLC company summary

Loring, Wolcott & Coolidge Trust, LLC is a company in the Financial Services industry, headquartered in Boston, MA. On LinkedIn the company has around 115 employees and 3,231 followers. Its listed specialties include Family Office, Estate Planning & Settlement, Financial Planning, Tax Preparation, Philanthropic Strategies.

What technology does Loring, Wolcott & Coolidge Trust, LLC use?

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About Loring, Wolcott & Coolidge Trust, LLC

At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances. At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.

Specialties

Family OfficeEstate Planning & SettlementFinancial PlanningTax PreparationPhilanthropic StrategiesAncillary Services

Where is Loring, Wolcott & Coolidge Trust, LLC located?

Loring, Wolcott & Coolidge Trust, LLC lists 1 location.

Boston, MA, USHQ
230 Congress Street

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Frequently asked questions about Loring, Wolcott & Coolidge Trust, LLC

What does Loring, Wolcott & Coolidge Trust, LLC do?

At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances. At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.

How many employees does Loring, Wolcott & Coolidge Trust, LLC have?

Loring, Wolcott & Coolidge Trust, LLC has around 115 employees on LinkedIn.

Where is Loring, Wolcott & Coolidge Trust, LLC headquartered?

Loring, Wolcott & Coolidge Trust, LLC is headquartered in Boston, MA.

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