Stephen Hoffman
Client Relationship Manager at The Coyle Company
Based in Boston, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Boston
Industry
Insurance
Company size
17
Contact information
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s•••••••@coylecompany.com
Phone
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Background
About Stephen Hoffman
The Coyle Company helps 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. Our comprehensive knowledge of complex insurance planning and tax laws allows us to deliver customized solutions to help ensure the best possible wealth transfer strategies while providing a high level of personalized service. 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 me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
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