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MARC IAN ROSENTHAL Your Financial Advisor

Your Financial Advisor MARC IAN ROSENTHAL

Address

6700 MAIN STREET, WILLIAMSVILLE, NEW YORK 14221

Phone
Cell: 716-568-4800
Contact me
My approach

As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, I specialize in providing personalized advisory services and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

20+ years licensed insurance professional

Certification and Education:

Licensed to assist with:

Protect your family – now and into the future. 

Tell me a bit about yourself, and I will call you to discuss a personalized strategy. 

This helps us understand your immediate needs.

*Required

Life is a journey. We're here to help you along the way.

MARC IAN ROSENTHAL

CA Insurance License #4135101

Not licensed to sell in all jurisdictions.

MARC IAN ROSENTHAL is a Financial Advisor for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. 

I am a member of The Nautilus Group, a service of New York Life Insurance Company and a resource for estate conservation and business succession ideas that is made available to a limited number of subscribing agents. The Nautilus Group is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by the members’ clients, they provide strategies for consideration by the client’s own legal, tax and other professional advisors. Clients should consult their own advisors for specific tax, legal and accounting advice.

MARC IAN ROSENTHAL Agent of New York Life Insurance Company, Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.