Roseann Estrada Financial Advisor with Estrada Financial, LLC

Roseann Estrada Financial Advisor with Estrada Financial, LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC. I am not licensed in all jurisdictions.

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 extending 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 Advisor offering investment advisory services thr

ough 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. New York Life Insurance Company 821 Ese Loop 323, Ste. 500 Tyler, TX 75701 Business Phone Number: 903-266-2015

Neither Estrada Financial LLC, nor New York Life Insurance Company, nor it's agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Estrada Financial LLC is not owned or operated by New York Life Insurance Company or its affiliates. My Arkansas Insurance license number is 15947153. My California Insurance license number is 0I01744. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
06/03/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

06/02/2026

Behind every player on the world stage is someone who believed in them and helped make their dream real.

The Assist, a series from New York Life, tells the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who helped shape their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here
https://bit.ly/4cSyoZx

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building weal...
06/01/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

For many business owners, the company is the estate plan. But will there be enough liquidity to: —Cover estate costs?—Ke...
05/29/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state...
05/28/2026

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a par...
05/27/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.
05/26/2026

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.

A Kiplinger editor shares some retirement wishes for her father.
05/25/2026

A Kiplinger editor shares some retirement wishes for her father.

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong c...
05/22/2026

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong coverage options for both you and your loved ones? Reach out to me to learn more about permanent whole life insurance options from New York Life today.

As scammers leverage AI, consumers can defend themselves by becoming familiar with common scams and being suspicious of ...
05/21/2026

As scammers leverage AI, consumers can defend themselves by becoming familiar with common scams and being suspicious of unexpected calls.

Address

821 Ese Loop 323
Tyler, TX
75701

Telephone

+19032662015

Website

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