The Coyle Company

The Coyle Company

Insurance, 3721 State Rte 162, Needham, Massachusetts, 62040, United States, 11-50 Employees

coylecompany.com

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phone no Phone Number: 78********

Who is THE COYLE COMPANY

For over 40 years, The Coyle Company has focused exclusively on the use of life insurance for estate and generational planning for clients. We help ultra-affluent families design, impleme...

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  • 3721 State Rte 162, Needham, Massachusetts, 62040, United States Headquarters: 3721 State Rte 162, Needham, Massachusetts, 62040, United States
  • 1981 Date Founded: 1981
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Insurance

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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The Coyle Company Org Chart and Mapping

Employees

Amanda Fitzgerald

Partner in Charge of Operations and Client Services

Stephen Hoffman

Client Relationship Manager

Delcore Paula

Senior Client Relationship Manager

Elizabeth Green

Client Relationship Associate

Colleen Young

Sales & Marketing Assistant

Terry Murphy

Associate, Plan Management

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Frequently Asked Questions Regarding The Coyle Company

Answer: The Coyle Company's headquarters are located at 3721 State Rte 162, Needham, Massachusetts, 62040, United States

Answer: The Coyle Company's phone number is 78********

Answer: The Coyle Company's official website is https://coylecompany.com

Answer: The Coyle Company's revenue is $50 Million to $100 Million

Answer: The Coyle Company's SIC: 6282

Answer: The Coyle Company's NAICS: 523940

Answer: The Coyle Company has 11-50 employees

Answer: The Coyle Company is in Insurance

Answer: The Coyle Company contact info: Phone number: 78******** Website: https://coylecompany.com

Answer: For over 40 years, The Coyle Company has focused exclusively on the use of life insurance for estate and generational planning for clients. We help ultra-affluent families design, implement, and service sophisticated life insurance portfolios in conjunction with advanced estate planning techniques to assist in achieving their estate distribution objectives. Estate planning is highly personal. While we use the tax advantages of life insurance to help protect, transfer and leverage funds from our clients taxable estates to create tax-free assets, it is our ability to fully understand each clients circumstances and personal wishes that is our most valuable asset. With a full-time professional team, we have the experience, technical expertise and resources to provide exceptional service to our clients. Its this commitment to quality and integrity that have earned us a near 100% client retention rate. Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC., The Coyle Company is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.

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