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Charles R

Series 66, Series 63

Findlay, OH

Eagle Strategies (NY Life)

Charles Rogers is a financial advisor with Eagle Strategies (NY Life) holding Series 66 and Series 63 credentials and six years of industry experience. He has been associated with New York Life Insurance Company since 2016 in various capacities, including roles at NYLIFE Securities, LLC. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jane R

Series 66

Findlay, OH

Eagle Strategies (NY Life)

Jane Radabaugh is a financial advisor with Eagle Strategies (NY Life) in Findlay, Ohio, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Eagle Strategies since 2016 and also works with Baker Financial Services, LLC d.b.a. Baker Moyer Financial Group. Outside of her advisory role, Radabaugh serves as an NRA Certified Instructor and is the secretary of the Hancock County Conservation League, a shooting club affiliated with the National Rifle Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and provides multiple program types, with the majority of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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