Katherine Newman's Contact Details

Katherine Newman's Company Details

Ostberg & Associates Financial Services & Insurance

Northampton, MA, US • 5 - 9 Employees
Financial Services

Ostberg & Associates assists folks in making thoughtful financial decisions for the benefit of themselves, their families, their businesses and their communities. Clients often connect with our firm during times of life transition and the work that is completed collaboratively helps clients to create, 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 remain committed to our clients and our community. We pride ourselves on professionalism in all areas and have built our reputation on our proactive approach to client service and our positive community impact.Robert Ostberg, Mark Goggins and Adam Robinson are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, Robert Ostberg, Mark Goggins and Adam Robinson are Financial Services Professionals of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 351 Pleasant Street - Suite D, Northampton, MA 01060, (413) 586-6725. Robert Ostberg, Mark Goggins and Adam Robinson are not licensed in all jurisdictions. Neither Robert Ostberg, Mark Goggins and Adam Robinson nor New York Life Insurance Company, or 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.