ROI Financial Group

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As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
 

Marc Rosenthal (NY Ins. Lic# LA 934706) and David Oestreicher (NY Ins. Lic# LA 899406) are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in other states.  No insurance business may be conducted outside this state referenced.

Marc Rosenthal, CLTC and David Oestreicher,  are *Registered Representatives and offer securities products & services through NYLIFE Securities LLC.  Member FINRA/SIPC, a Licensed Insurance Agency.  In this regard, this communication is strictly intended for individuals residing in the state(s) of New York and Florida. No offers may be made or accepted from any resident outside the specific state(s) referenced.

ROI Financial Group is not owned or operated by NYLIFE Securities LLC, or its affiliates.

*David Oestreicher is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Advisor, offering advisory services in the state(s) of New York and Florida. As such, these services are strictly intended for individuals residing in the specific state(s) referenced.