skip to main content
Main Menu
DBA Logo

Rory Robison , CFP, ChFC

  • WHO WE ARE
    • Meet Our Team
    • Eagle Strategies LLC
    • Strategic Alliances
  • WHAT WE DO
    • Our Planning Process
    • Personal Solutions
    • Business Solutions
    • Investment Management
    • Insurance and Annuities
  • GET IN TOUCH
  • CLIENT LOGIN
    • New York Life
    • Eagle Strategies
    • Envestnet

© 2025 New York Life Insurance Company. All rights reserved.

Certain materials may be owned or administered by third parties and are used with permission.  New York Life Insurance Company owns the NEW YORK LIFE, NEW YORK LIFE Blue Box logo, and certain other trademarks displayed on this site; other trademarks remain the property of their respective owners.

New York Life Insurance Company or its affiliates (collectively, “NYL”) own or license all NYL content and materials available on this site. You may save designated materials on your own computer or print them for your personal use. Any other use of these materials is prohibited.

All content, material, and links on this site is provided AS IS for your convenience and for general informational purposes. Your purchase of any insurance or financial product remains governed by the terms of the insurance policy, annuity contract, or other offering documents provided in connection with the purchase. No contrary terms or information available on or through this site modify those documents.

Disclosure

Rory Robison 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 AL, AZ, CA (CA Insurance License #0H55269), ID, OR, UT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Rory Robison is licensed and authorized to offer insurance in California, but Robison Financial Group may not be. For additional information on California licensure status, please click here.

Rory Robison 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, 120 Oakway Ctr, Eugene, OR, 97401, 541-349-8752. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, HI, IL, KY, LA, OR, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Rory Robison 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 AL, AZ, CA, CO, FL, HI, IL, KY, LA, OR, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Alexander Schwarte 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 CA (CA Insurance License #4354907), HI, ID, IL, MO, OR, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Alexander Schwarte is licensed and authorized to offer insurance in California, but Robison Financial Group may not be. For additional information on California licensure status, please click here.

Alexander Schwarte 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, 120 Oakway Ctr, Eugene, OR, 97401, 541-521-4536. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, HI, MO, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Alexander Schwarte 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, CO, HI, MO, OR, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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

Neither Robison Financial Group 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.

Click here
top logo

Rory Robison , CFP, ChFC

  • WHO WE ARE
    • Meet Our Team
    • Eagle Strategies LLC
    • Strategic Alliances
  • WHAT WE DO
    • Our Planning Process
    • Personal Solutions
    • Business Solutions
    • Investment Management
    • Insurance and Annuities
  • GET IN TOUCH
  • CLIENT LOGIN
    • New York Life
    • Eagle Strategies
    • Envestnet

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices