Marc I. Rosenthal, CLTC®

Principal & Founder

Contact Marc



7 Limestone Drive
Buffalo, NY 14221


Marc Rosenthal founded ROI Financial Group with the mission to enrich and enhance clients’ financial futures and peace of mind. Using a creative blend of insurance and financial strategies, he focuses on retirement, estate, and business succession. He loves playing and coaching hockey, as well as getting outside in the nice weather to enjoy a game of golf. A native of WNY, Marc and his wife travel often with their three children.


Bachelor of Arts with a concentration in Small Business Management from the State University of New York at Buffalo

Certifications/ Designations

  • Series 6, 7, 63, 66
  • Life, Accident, Health Insurance License
  • Certified in Long Term Care (CLTC®)
  • AARP Authorized to Offer


  • Business First 40 under 40
  • Lifetime member of Million Dollar Round Table2
  • Top of the Table at Million Dollar Round Table2
  • NYL Chairman’s Council 2006-2021
  • NYL Chairman’s Cabinet 2014, 2018, 2019, 2020, 2021
  • NYLARC Board of Directors
  • Camp Good Days and Special Times Humanitarian of the Year 2014

Community Involvement

  • Kaleida Health Board of Directors (Treasurer)
  • Crohn’s and Colitis Foundation Revenue Committee Chair
  • Camp Good Days and Specials Times Advisory Board Member

Personal Life

  • Born and raised in WNY
  • Loves to travel worldwide with wife and 3 kids (over 15 countries)
  • Avid Golfer
  • Hockey Coach
  • Lifelong hockey player
  • Loves Buffalo sports (Sabres & Bills)