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Rockett Financial

Robert "Bob" Rockett

Financial Advisor
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                                OUR RESOURCES


                                Effective financial strategies often requires a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.


                                Eagle Strategies LLC Logo

                                Through Eagle Strategies, Bob Rockett and David Rockett provide fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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                                Advanced Planning Group logo

                                The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Bob Rockett and David Rockett can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

                                Proud to Offer New York Life logo


                                Bob Rockett, David Rockett and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/12/19.)

                                Disclosure

                                Robert Rockett is an agent 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 AZ, and WA. No insurance business may be conducted outside the states referenced.

                                Robert Rockett 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, 310 6th St, Raymond, WA, 98577, 360-942-3477. In this regard, this communication is strictly intended for individuals residing in the state of Washington. No offers may be made or accepted from any resident outside the specific state referenced.

                                Robert Rockett 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 state of Washington. As such, these services are strictly intended for individuals residing in the state referenced.

                                David Rockett is an agent 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 AZ, CO, FL, GA, IA, ID, MO, MT, NC, OR, SD, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

                                David Rockett 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, 310 6th St, Raymond, WA, 98577, 360-942-3477. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, FL, GA, IA, ID, MO, MT, OR, SD, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                                David Rockett 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 AZ, CO, FL, GA, IA, ID, MO, MT, OR, SD, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

                                Rockett Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                Neither Rockett Financial nor its associates are in the business of offering 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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                                Rockett Financial

                                Robert "Bob" Rockett

                                Financial Advisor
                                • HOME
                                  • ABOUT US
                                    • Our History
                                      • Meet Our Team
                                        • Community Involvement
                                          • Our Photo Gallery
                                          • WHAT WE DO
                                            • Solutions for Individuals and Families
                                              • Solutions for Business Owners
                                                • Investment Management
                                                  • Product Solutions
                                                  • HOW WE DO IT
                                                    • Our Resources
                                                      • Our Process
                                                      • CLIENT EDUCATION
                                                        • Newsletters
                                                          • Video Library
                                                            • Helpful Links
                                                            • CLIENT PORTAL
                                                              • GET IN TOUCH

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