ROI Financial Group
Financial Services • 
Amherst, New York, United States • 1-10 Employees
Company overview
| Headquarters | 7 Limestone Drive, Williamsville, NY 14221, US |
| Phone number | +17165684800 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Business Succession Planning, Employee Benefits, Asset Protection, Retirement Planning, Small Business Planning, Wealth Preservation Strategies, Buy-Sell Agreements |
| Founded | 2001 |
| Employees | 1-10 |
| Socials |
Key Contact at ROI Financial Group
Marc Rosenthal
Ceo
ROI Financial Group Email Formats
ROI Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@roifg.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@roifg.com | 66.7% |
{first initial}{last name} | jdoe@roifg.com | 33.3% |
About ROI Financial Group
Founded in 2001, ROI Financial Group has consistently followed our mission to enrich and enhance our client’s financial future and peace of mind. Through our vast depth of experience, knowledge & insight we have helped hundreds of business owners, individuals, and families reach their goals and solve their concerns. Utilizing a blend of specific insurance and financial strategies we will educate and work with you so you can become more aware of where you are today and where you want to be tomorrow. Financial independence should not mean making the journey alone, that’s why we will not create a customized plan and hope it continues to work. At ROI we will be with you every step of the way to navigate your financial journey, helping you to adjust and grow with any changes. Marc I Rosenthal with ROI Financial Group provides quality financial strategies, and offer insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Marc I 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. Marc I Rosenthal is also Registered Representatives 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. ROI Financial Group 7 Limestone Drive Williamsville, NY 14221 (716) 568-4800 Marc I Rosenthal is not licensed in all jurisdictions. ROI Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.
ROI Financial Group revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
ROI Financial Group has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
ROI Financial Group has never raised funding before.
ROI Financial Group Tech Stack
Discover the technologies and tools that power ROI Financial Group's digital infrastructure, from frameworks to analytics platforms.
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