Ostberg & Associates Financial Services and Insurance

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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 investment 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.

11/02/2026

: "Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time." -Thomas A. Edison

This year more Americans are planning with purpose—focusing on goals, risk tolerance, and long-term success. Understandi...
10/30/2026

This year more Americans are planning with purpose—focusing on goals, risk tolerance, and long-term success. Understanding intentional planning can help you stay on track. Read the article to learn more.

2026 financial planning is a top priority as Americans set intentional goals to save more, reduce debt, and prepare for inflation.

10/26/2026

: "People who are crazy enough to think they can change the world, are the ones who do." - Steve Jobs

When deciding how to grow a small business, the possibilities are endless. Here are eight tips and resources to get you ...
10/23/2026

When deciding how to grow a small business, the possibilities are endless. Here are eight tips and resources to get you on the right path to sustainable scaling.

Ready to push your business to its full potential? Read our guide on how to grow a small business for those who want to scale up.

10/19/2026

: "I cannot give you the formula for success, but I can give you the formula for failure--It is: Try to please everybody."-- Herbert Bayard Swope

Small business succession planning protects your legacy and keeps operations strong through leadership changes. Read the...
10/16/2026

Small business succession planning protects your legacy and keeps operations strong through leadership changes. Read the article to understand what succession planning involves and how it supports long-term success.

For many Oregon small business owners, the question isn’t if you’ll transition out of owning your business, but how and when.

10/12/2026

: "If you really want to do something, you'll find a way. If you don't, you'll find an excuse."-- Jim Rohn

Thinking about professional financial help? This guide walks through when expert help can make a difference…
10/09/2026

Thinking about professional financial help? This guide walks through when expert help can make a difference…

Learn what a financial planner does and how they can help you with budgeting, saving and investing, so you can decide if you need to hire a financial planner.

10/05/2026

: "There are no secrets to success. It is the result of preparation, hard work, and learning from failure."-- Colin Powell

Check out how the wealthiest Americans use debt to stay rich…
10/02/2026

Check out how the wealthiest Americans use debt to stay rich…

See how rich people use debt to grow wealth, avoid taxes, and stay ahead, while others fall behind using it the wrong way.

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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