Neuberger Berman

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.

Downey Investments is a financial services firm based in Boston, MA, specializing in investment management and financial planning for individuals and businesses. With a focus on long-term wealth creation and preservation, Downey Investments offers personalized strategies tailored to each client's unique financial goals and risk tolerance. Generated from their business information