G. Bret Trasamar, RICP® (Retirement Income Certified Professional), Financial Advisor

Informations générales

I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the state(s) of Iowa. As such, these services are strictly intended for individuals residing in the states referenced.

I am also licensed as an Agent to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Iowa and North Carolina. No insurance business may be conducted outside this/these state(s) referenced.

Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 501 Wilshire Ave Waterloo, IA 50701 (319) 232-2321. In this regard, this communication is strictly intended for individuals residing in the state of IA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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 became a Financial Adviser with Eagle Strategies LLC in 2015 after working for 9 years in the financial services industry.

I graduated from Upper Iowa University in 1992. I live with my wife, Sue, in Waterloo and am a proud member of the community.

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.

Please contact me to help you fully analyze your needs and recommend appropriate solutions.