River Financial Group, LLC

River Financial Group — led by Leo Rotman — offers investment advisory services, with a specialty in special needs planning.

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.

Additionally, Leo Rotman, is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency.
Address: 201 Jones Rd. 5th Floor
Waltham, MA 02451.
Phone: (781) 398-1351

Leo Rotman is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

I am not licensed in all jurisdictions.

Neither River Financial Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

River Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.