Eagle Strategies LLC

Permanently closed
310 6th St
Raymond, WA 98577

Eagle Strategies LLC, located in Raymond, WA, is a registered investment adviser and a wholly owned subsidiary of New York Life Insurance Company. The firm specializes in providing tailored financial solutions for individuals, families, and business owners, focusing on investment management and various product offerings.

Led by David Rockett and a team of dedicated professionals, Eagle Strategies emphasizes a personalized approach to financial planning, ensuring clients receive comprehensive education and resources throughout their financial journey. The company is committed to excellence, as evidenced by its recognition in the industry for outstanding sales achievements and client service.

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Rockett Financial Services

We have been serving the Raymond area for over 10 years helping people realize their vision for the future. Where are you getting your financial advice? Newspapers Magazines Web Sites Cable TV While the financial media often provide helpful information, they cannot take the place of an experienced financial advisor who is familiar with your particular situation and can offer personalized advice. If you are concerned about: Wealth Preservation / Estate Planning Business Succession Strategies Retirement Planning Education Funding Portfolio Management Risk Management As Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, Sharon and Robert Rockett can provide you with a plan to help you achieve your financial goals. Please see our Web site for a resource, and do not hesitate to contact us for additional information or to schedule a meeting. We look forward to serving you! Sharon A. Rockett and Robert C. Rockett are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state(s) of WA, OR. No insurance business may be conducted outside these state(s) referenced. Sharon A. Rockett and Robert C. Rockett are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC , Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state(s) of WA. No offers may be made or accepted from any resident outside the specific state referenced. Sharon A. Rockett and Robert C Rockett are also separately registered as an investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the state of WA. As such, these services are strictly intended for individuals residing in the specific state referenced. R & S Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.
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