BoliColi logo

BoliColi Employee Directory

InsuranceMassachusetts, United States11-50 Employees

BoliColi is an independent insurance firm that specializes in Executive and Director Benefit Services, with a focus on managing Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) portfolios for long-term objectives. The company collaborates with clients and their advisors to identify suitable products and define goals, drawing on its experience with both public and private companies and its relationships with leading life insurance providers. Based in Reading, Massachusetts, BoliColi operates as a member firm of M Financial Group, which supports its access to a broader range of products and greater marketplace presence while maintaining independent ownership. The firm offers securities and investment advisory services through M Holdings Securities, Inc., subject to standard regulatory disclosures and qualifications.

Find BoliColi employees' phone numbers or email addresses

BoliColi Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

BoliColi's Leadership

  • Stylized image of a person
    J. W.
    Partner

BoliColi Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from BoliColi

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. W.
    Partner
    United StatesMassachusetts
    Feb 21, 2025

Frequently Asked Questions

What is BoliColi known for?

Minus sign iconPlus sign icon
BoliColi was founded in 2005 operates in the Insurance industry; you can contact the main corporate office by phone at . Explore BoliColi's company overview page for more information.

What is BoliColi's most common email format?

Minus sign iconPlus sign icon
BoliColi employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BoliColi email formats with LeadIQ.

How many employees does BoliColi have currently?

Minus sign iconPlus sign icon
BoliColi has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are BoliColi's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, BoliColi's key employees include:

  • Partner: J. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.