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7 Limestone Drive
Buffalo, NY 14221

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Call Us: 716.568.4800
Fax: 716.568.4901

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ROI Office

Disclosure

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.

As a New York Life Agent, Marc Rosenthal is licensed and authorized to offer insurance in California, but ROI FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

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, 6700 Main St, 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, MI, 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, MI, 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.

For more information about NYLIFE Securities LLC and its investment professionals.

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About
Expertise
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Client Login
Contact

Copyright . New York Life Insurance Company. All Rights Reserved.

6700 Main St

Williamsville, NY 14221

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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