Marc Rosenthal

Marc Rosenthal

Office: 716.568.4800
Mobile: 716.444.0360
Fax: 716.568.4901
Marc has been a partner with ROI Financial Group for more than seven years and an agent with New York Life since 2001.  He is associated with New York Life’s Buffalo-Erie General Office in Williamsville, has consistently qualified for New York Life’s President’s Council each of the last 6 years, was Council Credit Leader in 2007, and qualified for New York Life’s prestigious Chairman’s Council in 2006 and 2008.  Marc has also been a qualifying member of the Million Dollar Round Table for the past 7 consecutive years.  In 2006, 2007, and 2008 Marc was named Financial Services Professional of the year for the Buffalo-Erie General Office. 
Marc attended the University of Buffalo and obtained his B.A. with a  concentration in Small Business Management.
ROI focuses its efforts on working with Employer/Employee groups to provide financial consulting 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.
A native of Williamsville, he and his wife Tricia reside in Loch Lea Estates with their three children. Marc has served on or is a member of; WNY Planned Giving Consortium, Leave a Legacy Foundation, Buffalo Association of Insurance and Financial Advisors, Business Network International (past president), the Board of Directors of Hillel of Buffalo, the Jewish Federation Apartments and Temple Beth Am. He is also a coach in the Amherst Youth Hockey association. 
*Neither ROI Financial Group, its employees, nor New York Life or its agents are in the business of providing tax, legal or accounting advice.

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