Ostberg & Associates helps folks make thoughtful financial decisions for the benefit of themselves, their families, their businesses and their communities. It is often the case that clients connect with our firm during times of transition in their lives and the work that is done collaboratively helps to build, protect, share and enjoy their financial resources consistent with their value structure.
Our firm has stood the test of time because we are passionate about our work and committed to our clients and our community. We pride ourselves on professionalism in everything we do and have built our reputation on our proactive approach to client service and our positive community impact.
Financial planning and investment advisory services are provided through Eagle Strategies LLC, a registered investment advisor and wholly owned subsidiary of the New York Life Insurance Company, pursuant to separate client agreement, offering insurance and securities products and services as a registered representative of New York Life Securities, and an agent of New York Life Insurance Company.
Our firm has stood the test of time because we are passionate about our work and committed to our clients and our community. We pride ourselves on professionalism in everything we do and have built our reputation on our proactive approach to client service and our positive community impact.
Financial planning and investment advisory services are provided through Eagle Strategies LLC, a registered investment advisor and wholly owned subsidiary of the New York Life Insurance Company, pursuant to separate client agreement, offering insurance and securities products and services as a registered representative of New York Life Securities, and an agent of New York Life Insurance Company.
Services
Robert Ostberg (CA Insurance license #4040107), Katherine Foote Newman (CA Insurance license #4032136), Adam Robinson, Mark Goggins, Adam Krol, Kashawn Sanders and Michael Otto 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.
No insurance business may be conducted outside the states referenced.
Since 1987, Northampton native Rob Ostberg has been providing clients with custom-tailored financial solutions to help meet their individual needs.
Growing up in Northampton, Rob's first passion was baseball.
He played the sport throughout school and at Amherst College, where he earned his undergraduate degree.
He went on to attend law school at the Western New England College School of Law, and briefly worked at the District Attorney's office before ultimately deciding to pursue a career in the financial services industry.
Growing up in Northampton, Rob's first passion was baseball.
He played the sport throughout school and at Amherst College, where he earned his undergraduate degree.
He went on to attend law school at the Western New England College School of Law, and briefly worked at the District Attorney's office before ultimately deciding to pursue a career in the financial services industry.
In our role as financial advisors, we are bound by the highest standard of conduct, which is to always act in your best interest when providing investment advice.
Through Eagle Strategies, we have access to top money management firms so that our clients receive the same portfolio management services as many institutional investors.
Often our clients aspire to help fund a child's education, leave a lasting legacy or retire in a financially secure manner.
For our investment advisory clients, we provide professional investment advice and personalized investment strategy.
Through Eagle Strategies, we have access to top money management firms so that our clients receive the same portfolio management services as many institutional investors.
Often our clients aspire to help fund a child's education, leave a lasting legacy or retire in a financially secure manner.
For our investment advisory clients, we provide professional investment advice and personalized investment strategy.
A sound financial plan must address the insurance coverages our client, spouse and family members may require.
We specialize in three areas of risk management planning.
Clients purchase long term care insurance to preserve financial and personal dignity when sick or hurt and physically dependent on others.
Many people do not understand what Long Term Care insurance policies cover, how and when the policies work, and who should obtain coverage.
Folks typically buy life insurance because they care.
We specialize in three areas of risk management planning.
Clients purchase long term care insurance to preserve financial and personal dignity when sick or hurt and physically dependent on others.
Many people do not understand what Long Term Care insurance policies cover, how and when the policies work, and who should obtain coverage.
Folks typically buy life insurance because they care.
As a Member Agent of The Nautilus Group, a service of New York Life Insurance Company, Rob Ostberg works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving.
This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
The Nautilus Group is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients.
Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
The Nautilus Group is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients.
Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
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