Craig J Coffey, AGT - Coyle Co Insurance Inc
The Coyle Company, located in Needham, MA, specializes in generational wealth planning for ultra-affluent families, focusing on the protection and preservation of their assets. With nearly four decades of experience, they design and manage sophisticated life insurance portfolios tailored to meet the unique needs of their clients.
Since 1981, the firm has successfully safeguarded the estates of over 170 families, leveraging tax advantages and personalized strategies to ensure effective wealth transfer while minimizing tax burdens. The Coyle Company's commitment to excellence is reflected in their nearly 100% client retention rate and a robust client management system that supports their exclusive service model.
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