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Loring Wolcott & Coolidge Offi
- Finance
- Boston, MA
About this business
Loring, Wolcott & Coolidge is a professional family office that offers a wide range of fiduciary and investment management services. Additionally, the firm has developed specialized services for socially responsible investors and provides personalized trust services without the corporate formalities. It assists clients in understanding the transfer tax laws, explains the common techniques for minimizing taxes and discusses alternatives in dealing with family issues. The firm also assists clients with questions about inco... read more
Location details
230 Congress Street Ofc, Ofc, Boston, MA, 02110, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Extremely competent team of long-term investment professionals, who serve and focus on their individual family clients. While both innovators — in fields such as socially responsible investing — they never lose sight of the tried and true successful investing strategies that will produce the best long-term financial returns for their clients over the long term.
Frequently asked questions about Loring Wolcott & Coolidge Offi
How is Loring Wolcott & Coolidge Offi rated?
Loring Wolcott & Coolidge Offi has a 5 star rating with 2 reviews.
When is Loring Wolcott & Coolidge Offi open?
Loring Wolcott & Coolidge Offi is open now. It will close at 5:00 p.m.
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