Loring, Wolcott & Coolidge Trust, Llc

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Description

  • 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.
  • location

    Headquarters:230 Congress Street , Boston, Massachusetts, United States

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  • Loring, Wolcott & Coolidge Trust, Llc phone

    Phone Number: +1 617-523-6531

  • Loring, Wolcott & Coolidge Trust, Llc website

    Website: https://www.lwcotrust.com

  • Loring, Wolcott & Coolidge Trust, Llc employees

    Employees:100

  • Loring, Wolcott & Coolidge Trust, Llc revenue

    Revenue:$10 - 50M

  • Loring, Wolcott & Coolidge Trust, Llc legal name

    Legal Name:Loring, Wolcott & Coolidge Trust, Llc

  • Loring, Wolcott & Coolidge Trust, Llc's Social Media

    Loring, Wolcott & Coolidge Trust, Llc linkedin
  • done Is this data correct?
  • |  NAICS Code: 523930  |

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Chief Compliance Officer for Loring, Wolcott & Coolidge Trust, Llc

Brian O'keeffe

Chief Compliance Officer

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Brian O'keeffe

Chief Compliance Officer

David Cuetos

Partner And Trustee

Lawrence Coolidge

Partner, Trustee

Nushin Kormi

Trustee And Partner

Andy Mims

Partner And Trustee

Frequently Asked Questions regarding Loring, Wolcott & Coolidge Trust, Llc

  • Where are Loring, Wolcott & Coolidge Trust, Llc's Headquarters?

    Loring, Wolcott & Coolidge Trust, Llc's Headquarters are in 230 Congress Street ,Boston,Massachusetts,United States

  • What is Loring, Wolcott & Coolidge Trust, Llc's phone number?

    Loring, Wolcott & Coolidge Trust, Llc's phone number is +1 617-523-6531

  • What is Loring, Wolcott & Coolidge Trust, Llc's official website?

    Loring, Wolcott & Coolidge Trust, Llc's official website is https://www.lwcotrust.com

  • What is Loring, Wolcott & Coolidge Trust, Llc's Revenue?

    Loring, Wolcott & Coolidge Trust, Llc's revenue is $10 - 50M

  • What is Loring, Wolcott & Coolidge Trust, Llc's NAICS code?

    Loring, Wolcott & Coolidge Trust, Llc's NAICS code is 523930

  • How many employees are working in Loring, Wolcott & Coolidge Trust, Llc

    Loring, Wolcott & Coolidge Trust, Llc has 100 employees

  • What is Loring, Wolcott & Coolidge Trust, Llc's Industry?

    Loring, Wolcott & Coolidge Trust, Llc is in the industry of Financial Services

  • Who is Loring, Wolcott & Coolidge Trust, Llc's Chief Compliance Officer?

    Loring, Wolcott & Coolidge Trust, Llc's Chief Compliance Officer is Brian O'keeffe

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