David Oestreicher

David Oestreicher


Phone: 716-568-4800
Fax: 716-568-4901
Mobile Phone: 716-812-6198

David Oestreicher has been a partner in ROI Planning and Financial Services since its inception in 2002.  David is also an agent for New York Life Insurance Company, which is the largest mutual life insurance company in the United States and has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies**.

David began his professional career in 1981 developing Human Resources programs for a variety of Service Industry companies, focusing on the areas of Employment, Employee Benefits, and Retirement Plans. In 1989, he transitioned to the field of Public Accounting, obtaining his CPA designation, and an MBA degree in the early 90s. Immediately prior to joining ROI, David served in a key management role with two prominent financial services organizations.

ROI focuses its efforts on working with Employer/Employee groups to provide financial services in a wide range of areas, encompassing income tax reduction strategies*, investment planning, retirement plans, qualified and non-qualified employee benefits, among other areas.

David lives in Williamsville, NY with his wife, Susan, and their 2 children.   He enjoys a variety of community volunteer activities, spending time at a variety of outdoor activities with friends and family, and injecting a bit of “magic” into the lives of those he comes in contact with. He is an accomplished student of Conjuring for the past 35 years.

*Neither ROI Financial Group, its employees, nor New York Life or its agents are in the business of providing tax, legal or accounting advice. 

**Source:  Individual third party ratings reports as of 1/25/12.  Moody’s, Aaa;  A.M.Best, A++;  Fitch, AAA; and Standard and Poor’s , AA+.

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March 18, 2019 @ 02:06 PM

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