Adam Robinson, Cfp® Email & Phone Number

Northampton, Ma

Ostberg & Associates has been proudly serving the greater Northampton area for more than two decades. Our team of skilled financial professionals is dedicated to helping folks do well through financial decisions for the benefit of themselves, their families, their business and their communities. Often clients connect with our firm during times of transition in their lives, and the work that is done collaboratively helps them to create, protect, share and enjoy their financial resources consistent with their value structure. Our firm’s success comes from our passion for our work and commitment to our clients and our community. We pride ourselves on being professional in all that we do and made our reputation on our proactive approach to client service and our positive community impact.Our Areas of Expertise: Financial Planning Investment Planning Risk Management Planning Charitable Gift Planning Neither Ostberg & Associates 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 and Associates is not owned or operated by New York Life Insurance Company or its affiliates.

I am an Agent 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. Additionally, I am a Financial Services Professional 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. I am not licensed in all jurisdictions. Neither 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. My firm is not owned or operated by New York Life Insurance Company or its affiliates.

Through my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.DISCLAIMERI am an Agent 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, I am a Financial Services Professional 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. I am not licensed in all jurisdictions. Neither 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. My firm is not owned or operated by New York Life Insurance Company or its affiliates.

* Investment management for retirement and non-retirement accounts, with a focus on diversified solutions to reduce overall risk.* Emphasis on a holistic planning approach by first evaluating the big picture before recommending and implementing specific action steps.* Retirement income planning to help clients make the difficult transition from the "savings" phase to the "spending" phase, where different risks persist.* Risk management analysis to plan for life's unexpected events, and protect the financial well being of dependants.* Comprehensive group retirement plan analysis to review plan design, investment platform, and fee structure.