Rose M. Roberts-Jassoy, Financial Advisor with Eagle Strategies LLC

Rose M. Roberts-Jassoy, Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory
services through Eagle Strategies LLC These testimonials are no guarantee of future performance or success.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

3000 Bayport Drive Suite 1100, Tampa, FL 33607
630-865-8277

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Neither Roberts Jassoy Financial Group 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. Roberts Jassoy Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. My California Insurance license number is OC 19441

Registered Branch Address
3000 Bayport Drive
Suite 1100
Tampa, FL 33607

Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, gr...
08/25/2026

Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, grow, and share your wealth. https://bcove.video/475A0w6

Knowing the difference between active and passive investing can help you choose a strategy that works best for your port...
08/18/2026

Knowing the difference between active and passive investing can help you choose a strategy that works best for your portfolio. https://bit.ly/3U3qIfY

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Growing your wealth is important. But protecting it from life’s unexpected turns is just as critical. Whether you're lau...
08/11/2026

Growing your wealth is important. But protecting it from life’s unexpected turns is just as critical. Whether you're launching your career, building a legacy, or preparing for retirement, each stage of life brings financial risks alongside opportunities A strong financial strategy accounts for both.
• Protect your income early on
• Shield what you’ve built as wealth grows
• Preserve your assets in retirement
Your plan shouldn’t just be built to grow. It should be built to last. Watch our video to see how a protection-first mindset can help you grow with confidence.
https://bcove.video/4l8VewQ

The right plan now can help shape the retirement you want.The years leading up to retirement are full of possibility and...
08/04/2026

The right plan now can help shape the retirement you want.

The years leading up to retirement are full of possibility and important financial choices.

You’ve worked hard to build your wealth and now it’s time to make sure it supports the life you want to live.

This Financial Planning Checklist for Pre-Retirees highlights key steps to help you prepare, including maximizing savings, creating reliable income, managing taxes, and protecting what you’ve built.

Now is the time to make the most of your peak earning years.
https://bit.ly/4wCYWFg

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.
08/04/2026

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.

I recently had the honor of addressing our New Financial Professionals Organization at our Tampa General Office. I share...
08/01/2026

I recently had the honor of addressing our New Financial Professionals Organization at our Tampa General Office. I shared my career journey—from the lessons learned to the opportunities that shaped my path—and had the chance to answer thoughtful questions about business development, leadership, and building a successful practice.

It's always energizing to connect with professionals who are eager to learn, grow, and make an impact. Their passion and engagement remind me why mentoring the next generation is so important.

Thank you for the opportunity to be part of your journey. I can't wait to see where your careers take you!

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdr...
07/28/2026

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

Address

3000 Bayport Drive Suite 1100
Tampa, FL
33607

Telephone

+16308658277

Website

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