The Coyle Company

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Description

  • For over 35 years, The Coyle Company has focused exclusively on the use of life insurance for estate and generational planning for clients. We help ultra-affluent families design, implement, and service sophisticated life insurance portfolios in conjunction with advanced estate planning techniques to assist in achieving their estate distribution objectives.Estate planning is highly personal. While we use the tax advantages of life insurance to help protect, transfer and leverage funds from our clients taxable estates to create tax-free assets, it is our ability to fully understand each clients circumstances and personal wishes that is our most valuable asset. With a full-time professional team, we have the experience, technical expertise and resources to provide exceptional service to our clients. Its this commitment to quality and integrity that have earned us a near 100% client retention rate. Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC., The Coyle Company is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
  • location

    Headquarters:20 William Street , Wellesley, Massachusetts, United States

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  • The Coyle Company phone

    Phone Number: +1 781-891-1100

  • The Coyle Company website

    Website: https://www.coylecompany.com

  • The Coyle Company employees

    Employees:12

  • The Coyle Company revenue

    Revenue:$1 - 10M

  • The Coyle Company legal name

    Legal Name:The Coyle Company

  • The Coyle Company's Social Media

    The Coyle Company linkedin
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  • |  NAICS Code: 524210  |

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Person level website identification

CEO for The Coyle Company

Ken Foraste

Chief Executive Officer

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View Employees

Amanda Coyle

Owner

David Coyle

Founder And Chairman

Joel Desjardins

Partner

Janet Coyle

Vice Chairman

Stephen Hoffman

Client Relationship Manager

Frequently Asked Questions regarding The Coyle Company

  • Where are The Coyle Company's Headquarters?

    The Coyle Company's Headquarters are in 20 William Street ,Wellesley,Massachusetts,United States

  • What is The Coyle Company's phone number?

    The Coyle Company's phone number is +1 781-891-1100

  • What is The Coyle Company's official website?

    The Coyle Company's official website is https://www.coylecompany.com

  • What is The Coyle Company's Revenue?

    The Coyle Company's revenue is $1 - 10M

  • What is The Coyle Company's NAICS code?

    The Coyle Company's NAICS code is 524210

  • How many employees are working in The Coyle Company

    The Coyle Company has 12 employees

  • What is The Coyle Company's Industry?

    The Coyle Company is in the industry of Insurance

  • Who is The Coyle Company's CEO?

    The Coyle Company's CEO is Ken Foraste

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