Ostberg & Associates Financial Services and Insurance

Ostberg & Associates Financial Services and Insurance Ostberg & Associates helps folks make thoughtful financial decisions for the benefit of themselves, I am not licensed in all jurisdictions.

DISCLAIMER
Robert Ostberg offers 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. In addition to a Financial Adviser offering investme

nt advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with 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. 351 Pleasant Street, Northampton, MA 01060 - (413) 586-6725. Neither New York Life Insurance Company, nor Ostberg & Associates nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Ostberg & Associates is not owned or operated by New York Life Insurance Company or its affiliates.

06/01/2026

: “Focus on being productive instead of busy.” ― Tim Ferriss

Are you aiming to retire in five years? Here’s a smart checklist to prepare your finances, Social Security strategy, spe...
05/29/2026

Are you aiming to retire in five years? Here’s a smart checklist to prepare your finances, Social Security strategy, spending plan, and portfolio—so you can enter retirement with confidence.

These steps can help you prepare for an approaching retirement.

05/25/2026
Thinking of starting a business or navigating those early years? This article shares 6 essential tips for surviving your...
05/22/2026

Thinking of starting a business or navigating those early years? This article shares 6 essential tips for surviving your first five years.

Starting a business is hard work. Follow these 16 essential tips to increase your odds for success over the first five years.

05/18/2026

: "The pessimist sees difficulty in every opportunity. The optimist sees the opportunity in every difficulty." - Winston Churchill

05/15/2026

Gen Z is leading the charge on work-life balance—prioritizing flexibility, purpose, and wellbeing in the workplace. Discover how their mindset is shaping the future of work.

05/11/2026

: "There are two primary choices in life: to accept conditions as they exist, or accept the responsibility for changing them." - Denis Waitley

Scams targeting older adults are on the rise. Stay informed and protect loved ones—learn how to spot and prevent them to...
05/08/2026

Scams targeting older adults are on the rise. Stay informed and protect loved ones—learn how to spot and prevent them today…

Did you know, according to reported estimates, losses from older adults as a result of elder financial abuse reached $27 billion annually.

05/04/2026

: "All progress takes place outside the comfort zone." - Michael John Bobak

Address

351 Pleasant Street, Ste D
Northampton, MA
01060

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Ostberg & Associates Financial Services and Insurance posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Ostberg & Associates Financial Services and Insurance:

Shortcuts

Share

Category