Founded in 2001, ROI Financial Group has consistently followed our mission to enrich and enhance our client’s financial future and peace of mind.
Through our vast depth of experience, knowledge & insight we have helped hundreds of business owners, individuals, and families reach their goals and solve their concerns. Utilizing a blend of specific insurance and financial strategies we will educate and work with you so you can become more aware of where you are today and where you want to be tomorrow.
Financial independence should not mean making the journey alone, that’s why we will not create a customized plan and hope it continues to work. At ROI we will be with you every step of the way to navigate your financial journey, helping you to adjust and grow with any changes.
Marc I Rosenthal with ROI Financial Group provides quality financial strategies, and offer insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
Marc I Rosenthal is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.
Marc I Rosenthal is also Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company.
ROI Financial Group
7 Limestone Drive
Williamsville, NY 14221
(716) 568-4800
Marc I Rosenthal is not licensed in all jurisdictions.
ROI Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 7 Limestone Drive, Williamsville,ny 14221,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- roifg.com
- Keywords
- Asset Protection, Wealth Preservation Strategies, Retirement Planning, Investments, Employee Benefits, Buy-Sell agreements, Business Succession Planning, Small Business Planning.
- HQ
- Williamsville, NY
Roi Financial Group Questions
Roi Financial Group's website is roifg.com
Roi Financial Group's LinkedIn profile is https://www.linkedin.com/company/roi-financial-group
Roi Financial Group has
9 employees.
View email and phone details for 9
employees at Roi Financial Group.
Roi Financial Group's industry is
Financial Services
Roi Financial Group's top competitors are
Fox Corporation,
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Council On Foreign Relations,
Ramp.
Roi Financial Group's categories are Financial Services
Roi Financial Group's founding year is 2001
