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© 2026 New York Life Insurance Company. All rights reserved.

Certain materials may be owned or administered by third parties and are used with permission.  New York Life Insurance Company owns the NEW YORK LIFE, NEW YORK LIFE Blue Box logo, and certain other trademarks displayed on this site; other trademarks remain the property of their respective owners.

New York Life Insurance Company or its affiliates (collectively, “NYL”) own or license all NYL content and materials available on this site. You may save designated materials on your own computer or print them for your personal use. Any other use of these materials is prohibited.

All content, material, and links on this site is provided AS IS for your convenience and for general informational purposes. Your purchase of any insurance or financial product remains governed by the terms of the insurance policy, annuity contract, or other offering documents provided in connection with the purchase. No contrary terms or information available on or through this site modify those documents.

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

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ROI FINANCIAL GROUP Logo
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Disclosure

Marc Rosenthal, Joshua McCarthy, Scott Zeplowitz, David Johnston Jr, James Eiseman, and Matthew Turco are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Marc Rosenthal (CA Insurance License #4135101).
Joshua McCarthy (CA Insurance License #4053667).
Scott Zeplowitz (CA Insurance License #0L68322).
James Eiseman (CA Insurance License #4443387).

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.

As a New York Life Agent, Joshua McCarthy 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.

As a New York Life Agent, Scott Zeplowitz 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.

As a New York Life Agent, James Eiseman 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.

The following individuals are Registered Representatives of and offer 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:
Marc Rosenthal, 6700 Main St, Williamsville, NY 14221.
Joshua McCarthy, 6700 Main St, Williamsville, NY 14221.
Scott Zeplowitz, 6700 Main St, Williamsville, NY 14221.
David Johnston Jr, 6700 Main St, Williamsville, NY 14221.
James Eiseman, 6700 Main St, Williamsville, NY 14221, 716-568-4800.
Matthew Turco, 6700 Main St, Williamsville, NY 14221.

Marc Rosenthal, Joshua McCarthy, Scott Zeplowitz, James Eiseman, and Matthew Turco are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Marc Rosenthal is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.


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