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BoliColi logo — The single source for your total executive benefit needs!

BoliColi

The single source for your total executive benefit needs!

Founded 2005 United States Reading, United States 7 employees Financial Services

General Information

Company Name BoliColi
Founded Year 2005
Location United States Reading, United States +1
Employees 7
Industries Financial Services
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About BoliColi

BoliColi, founded in 2005, specializes in Executive and Director Benefit Services within the Financial Services industry. As an independent firm and a Member Firm of M Financial Group, it provides a range of solutions tailored to the long-term objectives of its clients. BoliColi maintains relationships with leading life insurance companies, offering Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) portfolios. The company operates independently, with Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., and is a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. BoliColi also emphasizes that the testimonials and recommendations used do not pertain to the provision of investment advisory services, indicative of future performance or success. The firm's commitment to providing differentiated solutions and leveraging the collective volume and experience of M Member Firms positions it as a significant player in the executive benefits market.

Taxonomy: Executive & Director Benefits, BOLI/COLI Insurance Services, Supplemental Executive Retirement Plans, Deferred Compensation, Corporate Owned Life Insurance, Bank Owned Life Insurance, Life Insurance Retirement Plans, Bonus Programs, Key Employee Retention, Advisor Services, Investment Advisory, Business Consulting, Wealth Planning

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BoliColi Alternatives & Competitors

BoliColi vs
Mullin Barens Sanford Financial & Insurance Services, LLC.
Mullin Barens Sanford Financial & Insurance Services, LLC. United States

We deliver innovative executive benefits solutions for you and your key people.

13 employees
Analytics, Finance
BoliColi vs
McInnes Group, Inc.
McInnes Group, Inc. United States

Exceptional People Deserve Exceptional Service

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BoliColi vs
GDK & Company
GDK & Company United States

Because life has value

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Financial Services, Insurance

FAQ About BoliColi

The single source for your total executive benefit needs!
BoliColi was founded in 2005.
BoliColi is headquartered in Reading, United States.
BoliColi operates in the following industries: Financial Services.
BoliColi has approximately 7 employees.
Top alternatives and competitors to BoliColi include Mullin Barens Sanford Financial & Insurance Services, LLC., McInnes Group, Inc., GDK & Company, MBL Advisors Inc, Westchester Benefit Group, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
BoliColi and Mullin Barens Sanford Financial & Insurance Services, LLC. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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