Jackson Rotondo, Financial Adviser with Eagle Strategies, LLC

The three most important things are your health, your family and your finances. My mission is to help families, individuals and businesses achieve their personal and financial goals, plan for the future and protect what they have worked so hard to achieve. 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 through 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. 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

201 Jones Road, 5th Floor
Waltham, MA 02451
Cell: (203) 260-5572
Office: (781) 647-4100

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