Untitled Page

Main Menu

EXPERTISE
SPECIAL NEEDS PLANNING
CLIENT LOGIN

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, MA, and NC. 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 5th Fl, Waltham, MA, 02451, 781-398-1351. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, NC, NH, NM, NY, TX, UT, and VA. 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.

Dmitry Frenklakh 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 #0M42250), CO, FL, GA, IL, MA, NY, OH, PA, and RI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Dmitry Frenklakh 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.

Dmitry Frenklakh 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 5th Fl, Waltham, MA, 02451, 781-398-1323. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IL, MA, NY, OH, PA, RI, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Dmitry Frenklakh 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, FL, GA, IL, MA, NY, OH, PA, RI, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

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.

Click here

Our Location

201 Jones Rd 5th Fl

Waltham, MA 02451

Get in Touch

(781) 398-1351

info@riverfg.com

EXPERTISE
SPECIAL NEEDS PLANNING
CLIENT LOGIN

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices