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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.

View Top Employees from Loring, Wolcott & Coolidge Trust, LLC
Website http://www.lwcotrust.com
Revenue $11 million
Employees 125 (125 on RocketReach)
Address 230 Congress Street 12th Floor, Boston, Massachusetts 02110, US
Phone (617) 523-6531
Fax (617) 523-6535
Technologies
Industry Financial Services, Investment Banking, Insurance, Family Office, Finance, Estate Planning & Settlement, Payments, Financial Planning, Tax Preparation, Philanthropic Strategies, Ancillary Services
Web Rank 11 Million
Keywords Wealth Management Products, Comprehensive Financial Advice, Diversified Financial Services, Tailored Financial Solutions
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies

Loring, Wolcott & Coolidge Trust, LLC Questions

The Loring, Wolcott & Coolidge Trust, LLC annual revenue was $11 million in 2024.

Jessica Benjamin is the Head of the Sustainability Group of Loring, Wolcott & Coolidge Trust, LLC.

125 people are employed at Loring, Wolcott & Coolidge Trust, LLC.

Loring, Wolcott & Coolidge Trust, LLC is based in Boston, Massachusetts.

The NAICS codes for Loring, Wolcott & Coolidge Trust, LLC are [52, 5239, 523, 52393].

The SIC codes for Loring, Wolcott & Coolidge Trust, LLC are [62, 628].

Top Loring, Wolcott & Coolidge Trust, LLC Employees

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