Orange City, IA Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

3

Of 2,484 advisors across 960 offices

Location

108 First Street SW

Orange City IA 51041

Advisors at this office

3

Advisors at this office

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Benjamin H

Series 63, Series 65

Orange City, IA

Eagle Strategies (NY Life)

Benjamin Hulstein is a financial advisor with Eagle Strategies (NY Life) based in Orange City, Iowa. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including over 25 years with New York Life Insurance Company. He serves as a board member and president of the Stewarts Landing Condo Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and institutional plan sponsors. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life 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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Christopher S

Series 63, Series 66

Orange City, IA

Eagle Strategies (NY Life)

Christopher Saras is a financial advisor with Eagle Strategies (NY Life) based in Orange City, Iowa, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has worked with firms including Capital Edge Insurance & Financial Services and The Pathway Financial Group, and serves on the board of the Fellowship of Christian Athletes in Northwest Iowa. Saras is also involved with several nonprofit boards focused on athletics and education. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing 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 New York Life 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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Adam B

Series 63, Series 65

Orange City, IA

Eagle Strategies (NY Life)

Adam Buss is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 credentials. He has six years of industry experience, including prior roles at CNA Surety. Outside of his advisory work, Buss owns a woodshop hobby business where he creates wood signs, and he serves as a board member for the Brandon Community Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

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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