Financial Advisor LEO ROTMAN
My approach.
As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life, I specialize in creating custom insurance 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.
Let's keep in touch
We're here to help.
Protect what matters most, today and always.
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:
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 plan.
THE BRAVE OF HEART FUND
They protect our families. So let’s protect theirs.
Those on the front lines of this crisis are acting on their love to protect families and save lives. In response, we’re launching the Brave of Heart Fund with E4E Relief, a subsidiary of Foundation For The Carolinas, a Section 501(c)(3) public charity, which will provide for the families of healthcare workers in the event of death caused by the coronavirus.
Creating plans that help you succeed.
Protection planning.
Using life, long-term care, and disability insurance, we can create a plan to protect your family, assets, or business from many of life's unexpected events.
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Retirement planning.
Using annuities and investments, I can help you pursue greater returns and enjoy a more secure, fulfilling retirement.
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Investment planning.
After reviewing your needs, risk tolerance, and timeframe, I can help you build a customized investment portfolio that meets your short and long-term goals.
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Estate planning.
Whether you want to leave money to your children or a favorite charity, we can help you with planning to ensure your assets are transferred in a tax-efficient manner.
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Customized Financial Guidance
Wealth management built around your needs.
As a financial advisor with Eagle Strategies, I'm committed to building successful, long-term relationships with my clients. That commitment combined with my qualifications, experience, and access to the tools and resources of Eagle Strategies, positions me to help clients like you meet their financial goals.
Learn about Eagle Strategies LLC
Advanced planning for premier clients
As a member of The Nautilus Group® I have exclusive access to an elite team of legal, tax, accounting, business succession, and charitable planning experts - who provide superior consultative services and customized analyses for high net worth clients and business owners. You will receive sophisticated planning strategies and a unique approach that is only available from The Nautilus Group.
Learn about The Nautilus Group
What drives us: agápē.
The concept of agápē – love taking action – has always been at the heart of New York Life, and is an ideal that I embody as an agent. Backed by a 175–year tradition of serving others, my goal is to help my clients put their love into action for their families and loved ones.
What drives us: agápē.
The concept of agápē – love taking action – has always been at the
heart of New York Life, and is an ideal that I embody as an agent.
Backed by a 175–year tradition of serving others, my goal is to
help my clients put their love into action for their families and loved ones.
What drives us: agápē.
The concept of agápē – love taking action – has always been at the heart of New York Life, and is an ideal that I embody as an agent. Backed by a 175–year tradition of serving others, my goal is to help my clients put their love into action for their families and loved ones.
Life is a journey. We're here to help you along the way.
Planning for retirement.
How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a policy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire.
Getting married.
Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.
Growing your family.
With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise expenses like medical bills or home repairs.
I'm here to help. Contact me any time.
201 JONES ROAD 5TH FLOOR, WALTHAM, MA 02451
Cell:
781-398-1351
lrotman@ft.newyorklife.com
201 JONES ROAD 5TH FLOOR, WALTHAM, MA 02451
Not licensed to sell in all jurisdictions.
Financial Adviser 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.
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.