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Loring Wolcott & Coolidge

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Business Type	:	Financial Services, Financial Planning Consultants, Investments, Financial Planners, Investment Advisory Service, Investment Management, Mutual Funds
Address	:	230 Congress St Fl 12, Boston, MA 02110
Coordinate	:	42.3545,-71.05422
Phone	:	(617) 523-6531
Year	:	2006

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General Info:

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 income tax planning, financial decisions and budgeting issues. It provides advice to clients on giving cash and appreciated securities and also assists clients in making personal gifts for estate planning purposes. It also provides comprehensive bill payment and bookkeeping services. Loring, Wolcott & Coolidge is located in Boston.

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