My Background

Spanning three decades as a Financial Adviser, Rose has developed her practice to accommodate an expansive array of financial, business, and estate planning needs for a diverse client base. Rose’s number one passion is helping to educate her clients on the benefits of tax diversifying retirement income.*

Rose has enjoyed and is especially effective in working with business owners of privately-held companies, professionals, as well as high net worth individuals and corporate executives. Rose has access to the New York Life Advanced Planning Group which collectively leverages years of practical experience of lawyers, accountants and financial service providers to offer Financial Advisers like Rose unparalleled assistance. She believes in diversification of her own client base and is open to working with many different types of individuals and businesses.

Rose is a lifelong student of her business and completed her degree in Communications at the University of Wisconsin Madison. Rose received her CLU® and ChFC® designations, is a Registered Representative offering securities products & services through NYLIFE Securities LLC. Rose is highly committed to enhancing her professional education and continuing to be a better resource to her clients.

In the Saint Charles, Fox Valley Community Rose has volunteered her time at several local non-profits. She has served as recording secretary for Rising Star Theatreworks a non-profit 501(c)(3) community theatre organization providing opportunities for children, teens and young adults. Rose also is an active member of Fine Arts Boosters at Rosary High School in Aurora. Rose continues to further expand her philanthropic efforts and is always looking for a good cause where she can add value and support.

With Eagle Strategies LLC, New York Life Insurance Company and appointments with other brokerage carriers, Roberts Jassoy Financial Group is able to offer its clients insurance and financial products that suit their needs, as well as fee-based investment advisory money management and financial planning services.**

Rose has resided in Saint Charles, Illinois for over 15 years with her husband Tom Jassoy and daughter Katelyn. Tom is also an integral part of the practice specializing in group health for small business owners. Having more mainstream desires like family, financial independence, and the control of running their own business, Rose and her husband Tom joined their talents and efforts in the financial services industry and subsequently founded Roberts Jassoy Financial Group. Together Rose and Tom have been able to offer their clients the highest array of service and expertise by specializing in unique areas.

*Neither Eagle Strategies nor and of its financial advisors provide tax or legal advice. Please consult your own professional advisor(s).
**Financial Adviser offering investment advisory and financial planning services through Eagle Strategies LLC, A registered Investment Adviser.  Roberts Jassoy Financial Group is not owned or operated by Eagle Strategies LLC.