Meet Marc

Marc I. Rosenthal, CLTC®

Principal & Founder

Marc Rosenthal founded ROI Financial Group to provide both personal and business planning needs as well as investment advisory, financial planning, and insurance services for his clients. His mission is to enrich and enhance clients’ financial futures and peace of mind. Utilizing a blend of specific insurance and financial strategies with a focus on retirement, estate and business succession, he educates clients so they become more aware of where they are today and where they want to be tomorrow. Marc has a bachelor’s degree from the State University of New York at Buffalo and holds the Certified Long-Term Care designation.