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With You. For You. About You.

Here For You When It Matters Most

Relationship-Centric Planning To Optimize Your Wealth And Life

The Firm That Feels Like Family

To us, financial planning is about more than running numbers and crafting growth strategies. It’s about having someone you trust be there for you when it matters most. At Estrada Financial, we celebrate your wins, help you navigate challenges, and support you in the difficult moments. We want the best for you, and we get to know you on a personal level so we can offer strategic guidance that aligns with the life you want to live. After all, financial planning is about prioritizing what matters most to you, and you deserve a team that knows you, understands you, and cares about you—one that feels like family.

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Personable

We build strong relationships with our clients, allowing us to get to the root of what you want most for your life. Our goal is that you feel heard, understood, and empowered as we walk you through the planning process.

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Dedicated

We become a lifelong financial partner, actively helping you stay on track and holding you accountable to your goals so you can reach your dreams.

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Educated

Our highly credentialed team is constantly researching and learning, ensuring we have the best, most current information and advice at your disposal.

821 East Southeast Loop 323, Suite 500
Tyler, TX 75701

Office: 903-372-4924
Roseann@restradafinancail.com

“But those who hope in the LORD will renew their strength. They will soar on wings like eagles; they will run and not grow weary, they will walk and not be faint.”
- Isaiah 40:31 -
Disclosure

Roseann Estrada is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #15947153), AZ, CA (CA Insurance License #0I01744), CO, DE, FL, GA, LA, MD, MO, MS, NM, NV, OH, OK, OR, PA, SC, TX, and WA. No insurance business may be conducted outside the states referenced.

Roseann Estrada is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 821 E Southeast Loop 323 Ste 500, Tyler, TX, 75701, 903-372-4924. In this regard, this communication is strictly intended for individuals residing in the states of CA, DE, NM, OH, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Roseann Estrada is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, DE, NM, OH, TX, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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

For more information about NYLIFE Securities LLC and its investment professionals.

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