Coastline Trust
Finance · Rhode Island, United States · 11-50 Employees
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Overview
Headquarters
90 Elm St Ste 3, Providence, Rhode Islan...Phone Number
(401) 751-2702Website
www.coastlinetrust.comRevenue
<$5 MillionIndustry
About Coastline Trust
Coastline Trust Company is a boutique trust and investment firm located in Providence, RI, specializing in wealth management and financial services. They offer a range of services including investments, trusts and estates, financial planning, retirement planning, and custodial and bill paying services. With over 20 years of experience, they focus on building, managing, and protecting wealth for clients across the U.S. and abroad. Their mission is to empower clients to achieve their financial goals while simplifying their financial lives.Explore more
Coastline Trust Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Coastline Trust
<$5M
11-50
Private
-
2004
RP
Robert PeixotoExecutive Vice President & Chief Operating Officer
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Coastline Trust Company is a boutique trust and investment firm located in Providence, RI, specializing in wealth management and financial services. They offer a range of services including investments, trusts and estates, financial planning, retirement planning, and custodial and bill paying services. With over 20 years of experience, they focus o... Read More
