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.

08/31/2026

: "Do what you fear and fear disappears." ~David Schwartz

Putting community at the heart of your business isn’t just good—it’s essential. Learn how businesses stay rooted with th...
08/28/2026

Putting community at the heart of your business isn’t just good—it’s essential. Learn how businesses stay rooted with their customers, give back meaningfully, and build impact beyond the bottom line.

Learn how you can keep community at the core of your business with these tips from Cathy Deano, Co-Founder of Painting With a Twist in this edition of "Ask the Board."

08/24/2026

: "Enjoy the little things, for one day you may look back and realize they were the big things." - Robert Brault

Most women surveyed admit they’re guessing how much they need for retirement, instead of using a plan or advisor. Knowin...
08/21/2026

Most women surveyed admit they’re guessing how much they need for retirement, instead of using a plan or advisor. Knowing the right numbers matters. Read the article to learn more.

More than half of women across all generations say they guess at the magic sum they’ll need to feel financially secure in retirement, according to a new survey.

08/17/2026

: "Faith is taking the first step even when you don't see the whole staircase." ~Martin Luther King, Jr.

Wondering whether disability income is taxable? This article breaks down how different disability benefits are treated f...
08/14/2026

Wondering whether disability income is taxable? This article breaks down how different disability benefits are treated for tax purposes.

Disability income is sometimes taxable. It's important to understand the rules so you know when and how much disability income you're required to report.

08/10/2026

: "I never dreamed about success, I worked for it."-- Estee Lauder

Finding the right work-life balance can change everything. This article shares a simple reminder about setting boundarie...
08/07/2026

Finding the right work-life balance can change everything. This article shares a simple reminder about setting boundaries and prioritizing what matters most.

While struggling to juggle school and part-time jobs, my boyfriend's mom gave me advice to change my view on work-life balance and changing careers.

08/03/2026

: "I am always doing that which I cannot do, in order that I may learn how to do it." - Pablo Picasso

AI tools are changing how people approach financial planning, but expert guidance still matters. This article explores h...
07/31/2026

AI tools are changing how people approach financial planning, but expert guidance still matters. This article explores how technology and human advisors can work together—read it to see what’s changing.

‘AI can be a great co-pilot in 2026, but a risky captain,” ChatGPT noted

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

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