Coastline Trust Company

www.coastlinetrust.com

Coastline Trust Company is a boutique trust and investment company based in Providence, RI with clients spread out across the country and in Europe. We are responsible for assets totaling over $1.8 billion dollars comprised primarily of fixed income and equity investments. Our goal is to provide clients with exceptional service and to assist them in meeting their financial objectives. We endeavor to make things as simple and as convenient as possible. A team of professionals comprised of three investment officers, a senior trust officer, and a highly competent administrative support staff work to move you closer to your goals. We provide comprehensive wealth management services including: Investment Counseling Retirement Planning Trust & Estate Services College Funding Planning Financial Planning Custodial and Bill Paying Services

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Coastline Trust Company is a boutique trust and investment company based in Providence, RI with clients spread out across the country and in Europe. We are responsible for assets totaling over $1.8 billion dollars comprised primarily of fixed income and equity investments. Our goal is to provide clients with exceptional service and to assist them in meeting their financial objectives. We endeavor to make things as simple and as convenient as possible. A team of professionals comprised of three investment officers, a senior trust officer, and a highly competent administrative support staff work to move you closer to your goals. We provide comprehensive wealth management services including: Investment Counseling Retirement Planning Trust & Estate Services College Funding Planning Financial Planning Custodial and Bill Paying Services

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Country

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State

Rhode Island

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City (Headquarters)

Providence

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Employees

11-50

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Founded

2004

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Executive Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President / Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Information Technology Manager

    Email ****** @****.com
    Phone (***) ****-****

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