Joe Van Otterloo, Financial Advisor with Eagle Strategies LLC

Joe Van Otterloo, Financial Advisor with Eagle Strategies LLC Financial Advisor with Eagle Strategies LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions. CA License # 0M35399

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A
Registered Investment Adviser, I am also licensed as an Agent wi

th New York Life Insurance Company and a
Registered Representative of and offer securities products & services through NYLIFE Securities LLC,
(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

1807 Norris Place, Spencer IA 51301; 712-580-3020

Any testimonial on this site is based on an individual’s experience and may not be representative of the
experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please
consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
05/05/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4srX27M

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

Address

1807 Highway Boulevard
Spencer, IA
51301

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+17125803020

Website

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