Ostberg & Associates Financial Services and Insurance

Ostberg & Associates Finacial Services and Insurance

Contact Us

351 Pleasant Street - Suite D
Northampton, MA 01060
  • Office: 413.586.6725
  • Fax: 413.585.9564

  • E-mail address: Rob@OstbergAssociates.com
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    • Commitment To Our Community
    • Financial Planning
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    • Tell A Friend
    • Please Contact us
    • Location and Contact
    • Charitable Gift Planning
    • Special Needs Planning
    • Income Tax Strategies
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    • Informational Guideposts
    • Video Library
    • Where We Currently Do Business
    • What Keeps You Awake?
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
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  • New York Life is dedicated to serving professional advisors

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    with you

  • We're right here
    with you

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    to help

  • Bring your career to life

  • We're in this together

  • We have the answers... and we're happy to share

  • Bring your career to life

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  • What do you want
    to do?

  • It all starts with you

  • Bring your career to life

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Site Map

  • Home

    • Contact Us
    • Our Associates
    • Our Associate Advisors
    • Our Founder
    • About Our Firm
    • Investment Planning
    • Industry Involvement
    • Risk Management Planning
    • Send a Message
    • Our Blog
    • Our Advanced Planning Resource
    • Commitment To Our Community
    • Our Investment Resource
    • Client Access
    • Financial Planning
    • Tell A Friend
    • Please Contact us
    • Location and Contact
    • Charitable Gift Planning
    • Special Needs Planning
    • Income Tax Strategies
    • Life plan for your business®
    • Informational Guideposts
    • Video Library
    • Where We Currently Do Business
    • What Keeps You Awake?

Ostberg & Associates Financial Services and Insurance

Ostberg & Associates Finacial Services and Insurance

Contact Us

351 Pleasant Street - Suite D
Northampton, MA 01060
  • Office: 413.586.6725
  • Fax: 413.585.9564

  • E-mail address: Rob@OstbergAssociates.com
  • Home
  • About Us
    • Our Associates
    • Our Founder
    • Our Associate Advisors
    • About Our Firm
    • Investment Planning
    • Send a Message
    • Industry Involvement
    • Risk Management Planning
    • Our Blog
    • Our Advanced Planning Resource
    • Our Investment Resource
    • Commitment To Our Community
    • Financial Planning
    • Client Access
    • Tell A Friend
    • Please Contact us
    • Location and Contact
    • Charitable Gift Planning
    • Special Needs Planning
    • Income Tax Strategies
    • Life plan for your business®
    • Informational Guideposts
    • Video Library
    • Where We Currently Do Business
    • What Keeps You Awake?
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
  • Contact Us

Robert Ostberg (CA Insurance license #4040107), Katherine Foote Newman (CA Insurance license #4032136), Adam Robinson, Mark Goggins, Adam Krol, and Kashawn Sanders are agents collectively 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 AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, ME, MI, NC, NH, NJ, NM, NY, PA, RI, SC, TN, TX, VA, VT. No insurance business may be conducted outside the states referenced.

Robert Ostberg, Katherine Foote Newman, Adam Robinson, Mark Goggins, Kashawn Sanders, and Adam Krol are also Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, 351 Pleasant Street, Northampton, MA 01060, Member FINRA/SIPC, a Licensed Insurance Agency collectively licenced in the states AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV. In this regard this communication is strictly intended for individuals collectively residing in the states referenced. No offers may be made or accepted from any resident outside the specific states referenced.

*Robert Ostberg, Adam Robinson, Kathy Foote Newman, Mark Goggins, Adam Krol, and Kashawn Sanders are Financial Advisers collectively 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 AL, AZ, CA, CT, CO, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Ostberg is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Ostberg & Associates Financial Services & Insurance is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Ostberg & Associates Financial Services & Insurance nor its associates, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf