Otto & Associates, Inc. / Financial Advisor in Norwich, Vermont

Susan Goodell, BA, CFP, M.Ed.
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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