ROI Financial Group

ROI Financial Group is a financial services company based in Williamsville, New York, founded in 2001. The company is small, employing four people and generating $2.5 million in annual revenue. ROI Financial Group specializes in providing a range of financial and insurance solutions to businesses and individuals. Marc I. Rosenthal, an agent licensed to sell insurance through New York Life Insurance Company, leads the firm. ROI Financial Group designs personalized financial strategies, offering insurance and financial services, including employee benefits. Their product portfolio addresses various needs, such as college funding, retirement planning, managing long-term care costs, and establishing lifetime income strategies. ROI Financial Group distinguishes itself by emphasizing ongoing client support. Instead of merely creating a plan and leaving it to operate independently, the company actively works with clients throughout their financial journey, adapting and modifying strategies as their circumstances evolve. This commitment to personalized service and ongoing guidance helps clients navigate the complexities of financial planning. Contact details for ROI Financial Group are as follows: 7 Limestone Drive, Williamsville, NY 14221. You can reach them by phone at (716) 568-4800.