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Who We Are

Personal Service, Proactive Support


When you partner with Estrada Financial, you have an entire team of professionals who know you, understand your goals, and are ready to help you throughout your financial journey. We’re passionate about providing personal, attentive service, and we go out of our way to make the planning process simple and stress free for you. We communicate proactively, answer when you call, and build lifelong relationships to support you and your family for generations to come.

Roseann Estrada

Founder & Financial Advisor

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Naomi Mondragon

Administrative Assistant

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Collaborating For Your Success


We’ve aligned with New York Life and Eagle Strategies, trusted industry leaders with more than 175 years of reliable client service. Through this affiliation, we have access to a wide range of best-in-class solutions, as well as the expertise of highly specialized financial professionals. This allows us to focus on serving you with close attention and care—we are at the center of your financial world, ensuring every person and product involved in your plan is aligned with your best interests and working efficiently to further your best life.

Eagle Strategies

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New York Life

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Three generations of a family walking together along a wooden boardwalk near the beach.

Working Together For Good


We’re in this business because we want to make a positive impact on the lives of others, and that extends beyond our work in the practice. We’re passionate about playing an active role in the community, and we seek to give back with our time and resources in meaningful ways. We believe in the power of working together for good, and we’re proud to support the following organizations in their missions:

  • PATH (People Attempting to Help)

  • Young Audiences

  • HPAT (Hispanic Professionals Association of Texas)

  • Hospice of East Texas

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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