BOLI PORTFOLIO STRATEGIES, INC.

WOODSTOCK, GA

Address: 261 LAKESTONE PKWY, WOODSTOCK, GA

4 Reviews

BOLI Portfolio Strategies, Inc. is a renowned insurance agency prominently located at 261 Lakestone Parkway in Woodstock, Georgia, offering a comprehensive array of insurance solutions to meet the diverse needs of individuals and businesses. Licensed to sell a wide range of insurance products, including life insurance, health insurance, annuities, and retirement planning, BOLI Portfolio Strategies, Inc. is committed to providing customized and tailored insurance solutions to safeguard clients' financial well-being and protect their loved ones.

Customer reviews consistently commend the agency's professionalism, expertise, and exceptional service. With a deep understanding of the insurance landscape and a dedication to personalized guidance, BOLI Portfolio Strategies, Inc. strives to build lasting relationships with clients, fostering trust and ensuring their complete satisfaction. The agency's commitment to integrity, transparency, and customer advocacy has earned it an exceptional reputation, making it a trusted choice for individuals and businesses seeking reliable and comprehensive insurance protection.

Other Details

  • License Type: Life Agency; AGENCY LICENSE
  • States licensed: GA; FL
  • Products: Life Agent/Agency
  • Year Established: 2011
  • Company Type: Corporation
261 LAKESTONE PKWY, WOODSTOCK, GA

Users Reviews

4.1

Based on 4 Reviews

Total 4 Reviews

DW

David Williams

  • Reviewed on
  • 132 reviews written
2.1

worst insurance agency ever!!! i have been trying to get my life insurance policy cancelled since may of 2023. i have called numerous times and continue to get the run around. now my policy has doubled and i can not get anyone to return my call.

IJ

Isabella Johnson

  • Reviewed on
  • 79 reviews written
4.9

always a pleasure and great service. i got a wrong bill but the agent corrected it and got me the right bill.

EJ

Emily Jones

  • Reviewed on
  • 113 reviews written
4.6

i've been with this company for over 10 years and have always been happy with the service i've received. the agents are always friendly and helpful, and they're always willing to go the extra mile to make sure i'm satisfied. i highly recommend this company to anyone looking for a great insurance experience.

JR

James Rodriguez

  • Reviewed on
  • 138 reviews written
4.8

thank you guys for always being on the ball and taking care of my insurance needs and concerns. i was very concerned about the aftermath of the hurricane in new orleans. you put my mind at ease with the reassurance that my family would be taken care of in the event of another hurricane. thank you for being proactive and putting my mind at ease.

G

GATES FINANCIAL SERVICES LLC.

EVANSVILLE, IN

0.0 (0 reviews)

  • License Type: Life Agency; AGENCY LICENSE
  • Products: Life Agent/Agency
  • Number of Agents: 0
  • States licensed: IN; FL
  • Year Established: 2024
  • Company Type: Limited Liability Company
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N

NATIONAL UNDERWRITING SERVICE LLC.

EVANSVILLE, IN

4.7 (2 reviews)

  • License Type: Life Agency; AGENCY LICENSE
  • Products: Life Agent/Agency
  • Number of Agents: 0
  • States licensed: IN; FL
  • Year Established: 2013
  • Company Type: Limited Liability Company
View Agent Page