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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

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120 Oakway Ctr
Eugene, OR 97401

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Call Us: (541) 349-8752

rcrobison@eaglestrategies.com
aschwarte@eaglestrategies.com
ssteinbach@eaglestrategies.com
dfarr01@ft.newyorklife.com


Get in Touch

Call Us: (541) 349-8752


Let's Connect

rcrobison@eaglestrategies.com
aschwarte@eaglestrategies.com
ssteinbach@eaglestrategies.com
dfarr01@ft.newyorklife.com


Our Location

120 Oakway Ctr
Eugene, OR 97401

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
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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.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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