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Disclosure

Leo Rotman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4397336), CT, FL, GA, MA, NC, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Leo Rotman is licensed and authorized to offer insurance in California, but River Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Leo Rotman is a Registered Representative 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, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-1351. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IL, MA, NC, NH, NM, NY, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Leo Rotman is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, FL, GA, IL, MA, NC, NH, NM, NY, TX, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Leo Rotman is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

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

Neither River Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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Our Location

201 Jones Rd Fl 5

Waltham, MA 02451

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Get in Touch

(781) 398-1351
info@riverfg.com
  • Our Founder and Firm
  • Special Needs Planning
  • Holistic Financial Planning
  • Educational Resources
  • Contact Information
  • Client Login

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