Community Involvement

Crohn's & Colitis Foundation Logo


ROI Financial Group has been actively involved with the Crohn’s and Colitis Foundation since 2016 and has been instrumental in securing over $130,000 for Crohn's and Colitis research. In 2018, because of their continued passion and support, Marc I Rosenthal and Samantha Rae Hughes served as the revenue committee and logistics committee chairs respectively.

The Crohn's & Colitis Foundation is a non-profit, volunteer-driven organization dedicated to finding the cures for Crohn's Disease and Ulcerative Colitis, and to improving the quality of life of children and adults affected by these diseases. It was founded in 1967 by Irwin M. and Suzanne Rosenthal, William D. and Shelby Modell, and Henry D. Janowitz, M.D.

Camp Good Days Logo


Marc became involved with Camp Good Days & Special Times in 2007. Since then, he has served as an Advisory Member and was inducted into the Camp Good Days Ring of Honor in 2015. In 2008 he received the “Teddi” award and in 2014, along with his wife Tricia, they received the Spirit of Teddi Humanitarian of the year award.

Camp Good Days provides services for: children with cancer, children who have a parent or sibling with cancer and/or children who have lost a parent or sibling to cancer. We also offer programs for women and men who have or have had cancer. In addition, Camp Good Days provides programs for children touched by sickle cell anemia. All of the programs and services are offered free of charge for the participants.

At Camp Good Days, participants have the opportunity to regain some of what cancer has taken away from them. While a vast majority of our children reside in NY, Camp Good Days has no geographical boundaries and accepts children from all 50 states and all over the world. No child with cancer is ever turned away from Camp Good Days.

Hunter's Hope Logo


Scott Zeplowitz is a volunteer for the Hunter’s Hope Foundation. Hunter’s Hope Foundation was established to address the acute need for information and research with respect to Krabbe Disease and related Leukodystrophies. In addition, we strive to support and encourage those afflicted and their families as they struggle to endure, adjust and cope with the demands of these fatal illnesses.

Kaleida Health Foundation Logo


Marc is on the Board of Directors for the Kaleida Health Foundation whose mission is to advance the health of our community They provide compassionate, high-value, quality care, improving health in Western New York and beyond, educating future health care leaders and discovering innovative ways to advance medicine.

Amherst Hockey Logo


Marc has served on the AYH board since 2011, the MOHL house conveiner since 2013, as well as sitting on the strategic planning subcommittee for the AYH board.

NYL Foundation Logo


Marc, David, and Scott have been active volunteer participants supporting the mission of the New York Life Foundation. A foundation made up of New York Life agents who donate money to local and national charities, as well as, volunteer for projects to help their local community. In the past 35 years, they have given away nearly $170 million.


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), 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.

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, 7 Limestone Dr, Williamsville, NY, 14221, 716-568-4800. 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, MT, NC, NJ, NV, NY, OH, 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, MT, NC, NJ, NV, NY, OH, 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.

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.

*Beginning 1/1/15, an IRA participant is allowed only one indirect rollover in any 12-month period across all IRAs that he or she owns. An indirect rollover is a participant-initiated distribution in which the participant receives the proceeds and subsequently rolls those proceeds into another (or the same) IRA within 60 days. Individuals can continue to make unlimited trustee-to-trustee transfers (transfers directly between IRAs) as well as unlimited conversions from traditional IRAs to Roth IRAs. Clients should consult their tax advisor prior to affecting a rollover. When considering rolling over the proceeds of your retirement plan to another tax-qualified option, such as an IRA, please note that you may have the option of leaving the funds in your existing plan or transferring them into a new employer’s plan. You may wish to consult with your new employer, if any, to learn more about the options available to you under your plan and any applicable fees and expenses. You may owe taxes if you withdraw funds from the plan. Please consult a tax advisor before withdrawing funds.