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WHERE WE CURRENTLY DO BUSINESS

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351 Pleasant Street - Suite D
Northampton, MA 01060

Phone: (413) 586-6725 | Fax: (413) 585-9564
rob@ostbergassociates.com

Disclosure

Robert Ostberg 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 states of AL, AZ, CA (CA Insurance License #4040107), CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Ostberg is licensed and authorized to offer insurance in California, but Ostberg & Associates Financial Services and Insurance, LLC may not be. For additional information on California licensure status, please click here.

Robert Ostberg is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 351 Pleasant St Ste D, Northampton, MA, 01060, 413-586-6725. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Ostberg is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals^®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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 states of CO, CT, GA, MA, ME, NC, NH, NJ, NY, OK, OR, PA, RI, SC, SD, UT, VA, VT, and WA. No insurance business may be conducted outside the states referenced.

Adam Robinson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 351 Pleasant St Ste D, Northampton, MA, 01060, 413-586-6725. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, HI, MA, MD, ME, MI, NC, NH, NJ, NY, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Adam Robinson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, CT, DC, FL, GA, HI, MA, MD, ME, MI, NC, NH, NJ, NY, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Mark Goggins 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 states of CT, FL, GA, MA, MD, ME, NH, NY, and VT. No insurance business may be conducted outside the states referenced.

Mark Goggins is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 351 Pleasant St Ste D, Northampton, MA, 01060. In this regard, this communication is strictly intended for individuals residing in the states of CO, CT, FL, MA, ME, NC, NH, RI, SC, UT, VT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Mark Goggins is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, CT, FL, MA, ME, NC, NH, RI, SC, UT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Katherine Newman 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 states of AZ, CA (CA Insurance License #4032136), CT, FL, MA, MD, NC, NH, NJ, NY, PA, TN, VA, VT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Katherine Newman is licensed and authorized to offer insurance in California, but Ostberg & Associates Financial Services and Insurance, LLC may not be. For additional information on California licensure status, please click here.

Katherine Newman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 351 Pleasant St Ste D, Northampton, MA, 01060. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, MA, MD, ME, NC, NH, NJ, NY, SC, TN, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Katherine Newman is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CT, DC, FL, GA, MA, MD, ME, NC, NH, NJ, NY, SC, TN, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals^®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Kashawn Sanders 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 states of CT, FL, IL, MA, MD, NC, NH, NY, PA, SC, and TX. No insurance business may be conducted outside the states referenced.

Kashawn Sanders is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 351 Pleasant St Ste D, Northampton, MA, 01060. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, IL, MA, NC, NH, NY, PA, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Kashawn Sanders is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, IL, MA, NC, NH, NY, PA, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

Adam Krol 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 states of CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NY, RI, SC, UT, VT, and WA. No insurance business may be conducted outside the states referenced.

Adam Krol is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 351 Pleasant St Ste D, Northampton, MA, 01060. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, MA, ME, MI, NC, NH, NJ, NY, OR, PA, RI, SC, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Adam Krol is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, DC, FL, MA, ME, MI, NC, NH, NJ, NY, OR, PA, RI, SC, UT, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Reie Levi 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 states of CA (CA Insurance License #4047428), CT, FL, IL, MA, ME, NC, NH, NJ, NY, PA, SC, TN, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Reie Levi is licensed and authorized to offer insurance in California, but Ostberg & Associates Financial Services and Insurance, LLC may not be. For additional information on California licensure status, please click here.

Reie Levi is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1601 Kings Highway Fl 2, Brooklyn, NY, 11229, 718-307-3442. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, PA, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Reie Levi is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, PA, SC, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Joshua Abrams Sanborn 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 states of CT, MA, NH, NJ, NY, PA, and VT. No insurance business may be conducted outside the states referenced.

Joshua Abrams Sanborn is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 351 Pleasant St Ste D, Northampton, MA, 01060, 617-223-1325. In this regard, this communication is strictly intended for individuals residing in the states of CO, MA, ME, PA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Joshua Abrams Sanborn is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, CT, MA, ME, PA, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

Ostberg & Associates Financial Services and Insurance, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Ostberg & Associates Financial Services and Insurance, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

About
Expertise
Educational Resources
- Concepts and Strategies
- Combined Video Library
Location And Contact
- Contact Us
- Where We Currently Do Business
Client Access

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

NYLIFE Securities LLC, Member FINRA/SIPC.

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