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, LLCWebsite | 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 |
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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 |
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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].