08/27/2024
We are thrilled to share a significant development in our professional journey. Effective immediately, we are launching Solid Rock Financial Partners, LLC, a new financial strategies practice co-founded by myself and my colleague Daniel Webb.
Why This Change?
This transition represents a strategic move toward greater independence and enhanced service offerings for you. While we will continue to offer products and services from New York Life, including their subsidiaries NYLIFE Securities, LLC and Eagle Strategies, LLC this new venture allows us to operate with increased flexibility and introduce a broader range of services tailored to meet your evolving financial needs.
What Does This Mean for You?
Enhanced Services: With Solid Rock Financial Partners, LLC, we can now offer a more diverse suite of financial solutions. This includes expanded investment strategies, advanced planning tools, and personalized financial planning strategies that better align with your goals.
Increased Independence: Operating under Solid Rock Financial Partners, LLC, grants us the freedom to tailor our services and approach to better serve you. This independence empowers us to innovate and adapt quickly to the dynamic financial landscape, ensuring that we provide you with the most relevant and effective solutions. An open architecture approach, partnered with all major investment firms and insurance carriers ensures our clients will have access to the best solutions on the market.
Ongoing relationship with New York Life: Despite this change, we will continue to benefit from our relationship with New York Life, including their robust resources, comprehensive support, and extensive network. This affiliation enhances our ability to deliver high-quality, reliable financial products while maintaining the personalized touch you have come to value.
Continuity and Commitment: Rest assured, your accounts and existing services will remain unchanged. We are committed to maintaining the same level of excellence and dedication you’ve come to expect.
What’s Ahead?
New Website Launch: In the coming months, we will be unveiling a new website designed to provide a more user-friendly experience and valuable resources to support your financial journey.
Rebranded Statements: You will soon notice our new name, Solid Rock Financial Partners, LLC, on your financial statements and insurance policies. This change reflects our new brand and expanded capabilities.
Growing Team: In the coming months we expect to welcome additional financial advisors and staff to our team. Their expertise will enhance our ability to offer personalized and comprehensive financial solutions to our growing clientele.
New Location in Roanoke: We will also be opening a new office location in Roanoke, further expanding our reach and improving our accessibility to serve you better.
Meet Daniel Webb
We are excited to introduce Daniel Webb, who joins me as a co-founder of Solid Rock Financial Partners, LLC. Daniel is an experienced advisor, specializing in holistic financial planning for business owners. His expertise and commitment to client success will be invaluable as we grow our practice and expand the services we offer.
Daniel, his wife Rita, and their five children have lived in Cave Spring since 2012. They are active members of First Baptist Church Roanoke, where they have been involved for 7 years. A Liberty University graduate with a B.S. in Religion (2010), and pursued a ten year career managing local, state, and federal campaigns as a campaign manager and political consultant. He also served as a Legislative Aide in the Virginia State Senate during five legislative sessions.
Outside of work, Daniel is a devoted family man, enjoying life with his wife, Rita, and their five children. They are actively involved in their community through Upward basketball, most recently as an assistant coach for Cave Spring little league baseball.
We look forward to this new chapter and are excited about the opportunities it presents to enhance your financial experience. If you have any questions or would like to discuss how these changes might benefit you, please don’t hesitate to reach out.
Thank you for your continued trust and support.
Daniel Webb and Andrew Fenstermaker are Registered Representatives offering securities through NYLIFE Securities LLC (member FINRA/SIPC) 2965 Colonnade Drive, Suite 220 Roanoke, VA 24018.
Daniel Webb and Andrew Fenstermaker are Financial Advisers offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies. Solid Rock Financial Partners, LLC is not owned or operated by Eagle Strategies LLC /NYLIFE Securities LLC or its affiliates.
Daniel Webb and Andrew Fenstermaker are Registered Representatives offering securities through NYLIFE Securities LLC (member FINRA/SIPC) 2965 Colonnade Drive, Suite 220 Roanoke, VA 24018.
Daniel Webb and Andrew Fenstermaker are Financial Advisers offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies. Solid Rock Financial Partners, LLC is not owned or operated by Eagle Strategies LLC /NYLIFE Securities LLC or its affiliates.
