Adam Robinson

Financial Adviser @Ostberg & Associates Financial Services And Insurance

Northampton, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2011 — Present

Financial Adviser @Ostberg & Associates Financial Services And Insurance

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Northampton, MA, US

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.

EDUCATION

1995 — 1999

University of Massachusetts Amherst

B.B.A. 1995-1999, Management

SKILLS

LeadershipInvestment ManagementRetirementStrategic Financial PlanningLife InsurancePensionsEmployee BenefitsFinancial AnalysisDisability Insurance401kLong-Term CareRetirement PlanningInvestmentsBusiness PlanningSeries 6Insurance

ABOUT ADAM ROBINSON

I have over 15 years of experience as a financial adviser with the Ostberg & Associates…

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Adam Robinson — Financial Adviser at Ostberg & Associates Financial Services And Insurance in Northampton, MA, US | Unifers