Ostberg & Associates Financial Services and Insurance

Rob Ostberg^* has been helping people in the Pioneer Valley with their financial planning needs for more than 20 years. Ostberg and Associates helps people who care make thoughtful financial decisions for themselves, their families, their businesses and their communities.

Rob Ostberg built his practice with a commitment to service and to the community.  Rob is joined by Rick Feldman. You might recognize him because, like Rob, he is long-time resident of the area, and he shares Rob's dedication to service.

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:

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

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It's important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. 

The good news is that it’s never too late to start.

Planning your financial future can be intimidating. Luckily, you don't have to do it alone.

Please use our Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest and we look forward to helping 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.

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, Financial Adviser 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.