Marc I. Rosenthal, CLTC®
Principal & Founder | Financial Advisor
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.
Education
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
Recognitions
Forbes "Top Financial Security Professionals Best-In-State" 2023-2024
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, 2021-2024
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)
2The 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
Contact Marc
Financial Advisor
Eagle Strategies LLC
