Otto & Associates, Inc.

Otto & 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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Advisors at this Office

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This Office

PO Box 1203 Norwich, VT 05055-1203 Phone: (802) 649-1946

Primary Office

200 Katonah Ave Katonah, NY 10536-2175 Phone: (914) 232-5379 Fax: (914) 232-5378

Other Offices

PO Box 1203 Norwich, VT 05055-1203 Phone: (802) 649-1946