BOLI Strategic Partners

Jeff Marsh, Peter Dinardi

Contact Us

120 W 22nd Ave.
Torrington, WY 82240
  • Peter: 914.741.1271
  • Jeff: 307.532.4130
  • Fax: 307.532.4523

  • E-mail address: jeff@bolistrategicpartners.com
  • E-mail address: peter@bolistrategicpartners.com
  • Home
  • About Us
    • Our Team
    • Servicing
    • The Pangburn Group
    • Company Profile and Biographies
    • Our Location
    • Tell A Friend
    • Executive Benefits
    • BOLI Regulatory Guidance
  • Products & Services
    • Products
  • Resources
  • Contact Us
 
  • We're in this together

  • We're right here
    with you

  • New York Life is dedicated to serving professional advisors

  • We're right here
    with you

  • Bring your career to life

  • Bring your career to life

  • It all starts with you

  • Bring your career to life

  • We're here
    to help

  • We have the answers... and we're happy to share

  • We have the answers... and we're happy to share

  • What do you want
    to do?

  •  
 
 
 

Company Profile and Associate Biographies

Company Profile

Peter L. Dinardi, CPA, MBA

Jeff Marsh

Margit Karkela Parish

Ask a Question

BOLI Strategic Partners

Jeff Marsh, Peter Dinardi

Contact Us

120 W 22nd Ave.
Torrington, WY 82240
  • Peter: 914.741.1271
  • Jeff: 307.532.4130
  • Fax: 307.532.4523

  • E-mail address: jeff@bolistrategicpartners.com
  • E-mail address: peter@bolistrategicpartners.com
 
  • NYL Promo
 
  • Home
  • About Us
    • Our Team
    • Servicing
    • The Pangburn Group
    • Company Profile and Biographies
    • Our Location
    • Tell A Friend
    • Executive Benefits
    • BOLI Regulatory Guidance
  • Products & Services
    • Products
  • Resources
  • Contact Us

Jeff Marsh, is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AR, AZ, CA (Ins. Lic. # 0I31883), CO, FL, GA, IA, KS,  LA, MA, MD,  MN, MO, MS, NC, NE, NY, OH, OK,  SD, TX, VA,  WA, WI, WV & WY.  No insurance business may be conducted outside these states referenced.

Jeff Marsh is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC 120 West 22nd Ave.  Torrington, WY 82240-2302 T (307)532-4130, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CO, ID, KS, LA, NE & WY. No offers may be made or accepted from any resident outside the specific state referenced.

Peter Dinardi, CPA, MBA, is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR, AZ, CA (Ins. Lic. # 0F89230), CO, CT, GA, IL, KS, KY, LA, MD, MS, MA, MI,  MO, NC, NE, NY, OH, OK, PA,  TX, VA, WV & WY.  No insurance business may be conducted outside these states referenced.

Peter Dinardi, CPA, MBA, is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC 1 Suzanne Ln. Pleasantville, NY 10570-1511 T (914) 741-1271, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of NY. No offers may be made or accepted from any resident outside the specific state referenced.

Margit Karkela Parish is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of MN.  No insurance business may be conducted outside these states referenced.

Margit Karkela Parish is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC 7018 103rd Avenue N, Brooklyn Park, MN   55445  T (612)545-5751, Member FINRA/SIPC, a licensed insurance agency.  In this regard, this communication is strictly intended for individuals residing in the state of MN.  No offers may be made or accepted from any resident outside the specific state referenced.

Neither BOLI Strategic Partners,  New York Life Insurance Company, nor  NYLIFE Securities LLC  provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

BOLI Strategic Partners is not owned or operated by NYLIFE Securities LLC or its affiliates.

Disclosures | Privacy Policy | Site Map
Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf