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Otto & Associates, Inc.

Otto and Associates is a Fee-Only financial planning firm providing a full range of financial planning services which includes consultation and expertise in the following areas: Investments, Retirement Planning, Budgeting and Cash Management, Tax Planning, Insurance Analysis, Estate Planning and Education Planning. &#Fee-Only means that we do not receive commissions or payments from anyone other than our clients. We take a comprehensive look at our clients' financial situation and offer a balanced, integrated strategy to best serve their needs.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Susan Goodell, BA, CFP®, M.Ed.
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

16 Beaver Meadow Rd Norwich, VT 05055 Phone: (914) 232-5379 Fax: (914) 232-5378

Primary Office

16 Beaver Meadow Rd Norwich, VT 05055 Phone: (914) 232-5379 Fax: (914) 232-5378
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