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Proudly Serving the Greater Northampton Area for 30 Years

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About Us

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.

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.

Robert Ostberg and Mark Goggins are agents 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 AZ, CT, DC, FL, IL, IN, MO, NE, NH, NJ, NY, SC, TX, VT, VA, MA, ME. No insurance business may be conducted outside the states referenced. Robert is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, 351 Pleasant Street, Northampton, MA 01060, Member FINRA /SIPC. A Licensed Insurance Agency. In this regard this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DC, FL, GA, IL, KS, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, RI, SC, TX,VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside the specific states referenced.

Mark B. Goggins is a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, in the states of CT, NH, VA. 360 Bloomfield Ave, Ste 402, Windsor, CT 06095, T: 860.285.8884. In this regard this communication is strictly intended for individuals residing in the states of referenced. No offers may be made or accepted from any resident outside the specific states referenced.

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

Adam Robinson is an agent 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 MA, CT, MA, NY. No insurance business may be conducted outside the states referenced. He is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, 351 Pleasant Street, Northampton, MA 01060, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard this communication is strictly intended for individuals residing in the states of MA, CT,NH,NY. No offers may be made or accepted from any resident outside the specific states referenced.

*Robert Ostberg and Adam Robinson 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 MA, CT, FL, ME, MI, NC, NJ, NY, PA, WA. No offers may be made or accepted from any resident outside the specific states referenced.


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