Ostberg and Associates helps folks who care make thoughtful financial decisions for the benefit of themselves, their families, their businesses and their communities.

For over 25 years, Rob Ostberg has been in business with a commitment to service and to the community.  Rob is joined by Rick Feldman and Adam Robinson. You might recognize them because, like Rob, they are active residents of the area, and they share Rob's dedication to service, and to helping people and businesses make values-based financial decisions.

Meet the Ostberg & Associates team to experience the principles that have guided Rob's firm since 1987.

If you have concerns or questions about the following, please give us a call:

• Financial Planning*
• Retirement Planning
• Business Planning
• Education Planning
• Investment Planning*
• Charitable Gifting
• Risk Management Planning

A key to achieving long-term financial goals is planning; financial decision making is best made within the context of a plan. Your children’s college education, your family protection during your working years, and your own retirement security won’t happen by accident. You can determine what you’d like to achieve financially, make choices and decisions that reflect your personal and social values, and then map out a strategy that will help you meet those goals and stay true to your values.

And the good news: it’s never too late to start!

Please use our Web site as a resource. Do not hesitate to contact me and my associates for additional information or to schedule a meeting. Thank you for your interest, and we look forward to working with you!

Robert Ostberg is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of MA, CT, ME, NJ. No insurance business may be conducted outside the states referenced. He is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, 351 Pleasant Street, Northampton, MA 01060, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard this communication is strictly intended for individuals residing in the states of MA,CT, FL,ME,MI,NC,NH,NJ,NY,PA,WA,GA,SC. No offers may be made or accepted from any resident outside the specific states referenced.

Adam Robinson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of MA, CT, MA, NY. No insurance business may be conducted outside the states referenced. He is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, 351 Pleasant Street, Northampton, MA 01060, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard this communication is strictly intended for individuals residing in the states of MA,CT,NH,NY. No offers may be made or accepted from any resident outside the specific states referenced.

Rick Feldman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of MA and CT. No insurance business may be conducted outside the states referenced. He is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, 351 Pleasant Street, Northampton, MA 01060, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard this communication is strictly intended for individuals residing in the states of MA,CT.  No offers may be made or accepted from any resident outside the specific states referenced.

*Robert Ostberg and Adam Robinson are Financial Advisers collectivelly offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. In this regard, this communication is strictly intended for individuals residing in the states of MA, CT,FL,ME,MI,NC,NJ,NY,PA,WA. No offers may be made or accepted from any resident outside the specific states referenced.