Your child deserves a integrated plan
Not pieces of one.

 
 
 
 
  
 
 
 River Financial Group, LLC
  
 11 Google reviews 
 
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 Posted on Google  
 
  
 
 
 Lorna Fedelem 
 
 
 
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Leo has been a fantastic financial manager for me.  His experience in handling families with special needs children has been especially helpful as I plan for my future.  I highly recommend him! 👍🏻
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Seth Rosenthal 
 
 
 
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We have worked with Leo Rotman for a number of years, and are very happy with the help he has provided. He is very knowledgeable and explains our options very well.  He listens to and helps us determine our needs and provides personalized recommendations. Leo and Jackson Rotondo are a pleasure to work with and I highly recommend them.
Thanks Leo and Jackson
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Laurin Kotyla 
 
 
 
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My husband and I have been working with Leo and the River Financial Group for several years, and we couldn't be more grateful for his guidance and support. Leo has been instrumental in helping us plan for the future of our adult child with special needs, as well as our family's overall financial security.
He provides a wealth of knowledge, takes the time to explain complex financial and insurance matters clearly, and always offers thoughtful, personalized recommendations.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Steve Springer 
 
 
 
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My wife and I have been with Leo and River Financial Group for over 10 years.  We can’t recommend him highly enough.  As parents of a special needs child, we need to plan for financial stability, not just for 20-30 years, but for 70+ years, long after we are gone, and through what are bound to be a number of very different economic situations.  Leo not only has been a compassionate and expert guide, he also brings a lot of other knowledge, such as regards federal and state benefits and supports.  It may be hard to imagine looking forward to meeting with your financial advisor, but we always do.  With Leo, we are not just watching some accounts, but securing our family’s future.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Erica Supple 
 
 
 
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We have had a such a positive experience with Leo and River Financial. We have used his services for financial planning, specifically concerning our adult child with special needs. He took the time to learn our situation and gave us ideas about what would work best for us going forward. He has always been very patient with us too and our schedule. Highly recommend.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Pamela Guravage 
 
 
 
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My husband and I have been working with Leo for over 5 years. He’s smart, insightful and gives excellent financial advice. One of my favorite qualities is Leo’s ability to explain things in terms I can understand and do so in a calm manner.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 JoEllen Altschaefl 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I can highly recommend Leo Rotman and River Financial Group, LLC.
My son has special needs and we initially consulted Leo for Special Needs Financial Counseling.
My husband also developed dementia and I needed financial help.
Leo has been a godsend and has helped me with every major financial decision.
He is very knowledgeable and always available and has connected me with contacts for taxes and legal help. Over the years, Leo has become a trusted friend and has given me peace of mind financially.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Peter LaCasse 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Leo has been a valuable advisor for my wife and I as we plan for our own future and that of our special needs child.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Kevin Fanning 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Working with Leo and Jackson at River Financial Group has been a fantastic experience. They truly understand the complexities of special needs planning. They (VERY PATIENTLY) took the time to understand the complexity of our situation and created a clear roadmap to get us where we want to be. Total thumbs up pleasure to work with.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Eileen Costello 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I've been working with Leo for a few years, having been referred by another physician in my orbit. Leo has been so incredibly helpful to me as a divorced woman with 3 kids, 2 of whom have special needs. Leo "gets it" and understands that meeting my sons' need must be a part of my planning. He has helped me plan for retirement, obtain long term care insurance, and set up an annuity for guaranteed income in the future. NONE of this would have happened without his help. I cannot recommend him highly enough. And, Leo is just a really lovely guy. You can't go wrong.