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Expertise

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Who We Serve

Tailored guidance for intentional decisions

Whether you’re in the height of your career, building a business, or entering retirement and want to make sure you’re enjoying it to the fullest, we’re here to help you make wise, strategic decisions every step of the way. We are your partner, and we make sure you’re always armed with the necessary tools for financial strength and protection, no matter how your life evolves.

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How We Help

Custom services, cutting-edge solutions

Financial peace of mind comes to each person in a different way. Whether you’re coming to us with a specific need in mind, or you need help determining your next steps, we are committed to helping you discover the best strategies and resources to support your big-picture goals. We offer a comprehensive suite of financial solutions designed to help you maximize the return for your hard work, protect assets and loved ones, and grow in each stage of life.

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Some of Our Services Include:

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Asset Protection

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Wealth Management

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Retirement Planning

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Business Planning

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Estate & Legacy Planning

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Income Tax Strategies

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Benefits Optimization

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Benefits Optimization

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Benefits Optimization

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Benefits Optimization

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Gain Insight

Get in Touch

Call: (716) 568-4800
Fax: (716) 568-4901
Email: info@roifg.com

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Forbes 2024 Best-In-State award

Our Location

6700 Main St
Buffalo, NY 14221

Disclosure

Marc 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 in the states of CA (CA Insurance License #4135101), CO, CT, FL, GA, IL, KS, MA, MD, ME, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Marc Rosenthal is licensed and authorized to offer insurance in California, but ROI FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

Marc Rosenthal is a Registered Representative 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, 6700 Main St, Williamsville, NY, 14221. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, HI, IL, KS, MA, MD, ME, MI, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Marc Rosenthal is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, CT, FL, GA, HI, IL, KS, MA, MD, ME, MI, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Marc Rosenthal is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Joshua Mccarthy 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 FL, NC, NY, PA, SC, and TX. No insurance business may be conducted outside the states referenced.

Joshua Mccarthy is a Registered Representative 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, 6700 Main St, Williamsville, NY, 14221. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, NC, NY, OR, PA, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Joshua Mccarthy is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, NC, NY, OR, PA, SC, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Scott Zeplowitz 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 AZ, CA (CA Insurance License #0L68322), CT, FL, GA, IL, KY, MD, MI, NC, NV, NY, OH, OR, PA, SC, TN, TX, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Scott Zeplowitz is licensed and authorized to offer insurance in California, but ROI FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

Scott Zeplowitz is a Registered Representative 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, 6700 Main St, Williamsville, NY, 14221. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, IL, NC, NV, NY, OH, OR, PA, TX, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Zeplowitz is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, IL, NC, NV, NY, OH, OR, PA, TX, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

David Johnston Jr 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 FL, and NY. No insurance business may be conducted outside the states referenced.

David Johnston Jr is a Registered Representative 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, 6700 Main St, Williamsville, NY, 14221. In this regard, this communication is strictly intended for individuals residing in the state of New York. No offers may be made or accepted from any resident outside the specific state referenced.

James Eiseman 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 AZ, CA (CA Insurance License #4443387), CO, FL, MA, NJ, NY, OH, PA, RI, SC, TN, UT, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, James Eiseman is licensed and authorized to offer insurance in California, but ROI FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

James Eiseman is a Registered Representative 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, 6700 Main St, Williamsville, NY, 14221, 716-568-4800. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, MA, MI, NC, NJ, NY, PA, RI, SC, TN, TX, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

James Eiseman is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, MA, MI, NC, NJ, NY, PA, RI, SC, TN, TX, UT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Matthew Turco 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 FL, and NY. No insurance business may be conducted outside the states referenced.

Matthew Turco is a Registered Representative 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, 6700 Main St, Williamsville, NY, 14221. In this regard, this communication is strictly intended for individuals residing in the states of AZ, GA, HI, IL, MA, NV, NY, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Turco is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, GA, HI, IL, MA, NV, NY, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

ROI FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ROI FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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