Otto & Assoc Inc

Financial Services, Financial Planners, Financial Planning Consultants

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32 Years

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Map & DirectionsDirections261 Main StNorwich, VT 05055 Write a ReviewWrite Review

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General Info: Otto & Associates, Inc is a Fee-Only financial planning firm providing a full range of financial planning services. "Fee-Only" means that we do not receive commissions for selling a particular insurance policy or for investing money in a particular fund. For us the "Fee-Only" distinction is important. Charging fees on an hourly basis or as a percentage of assets under management ensures clients that their interests are being served as impartially as possible. We believe that making sound financial decisions begins by examining a broad range of issues. Today more than ever, financial questions - ranging from saving for college expenses to doing sound estate planning - are interrelated. Thus, we take a comprehensive look at our clients' financial profiles and offer a balanced, integrated strategy to best serve their needs. By employing a full range of planning services, Otto & Associates can work with you to solve complex financial questions and - more importantly - help you achieve your life's goals.
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: TollFree: (800) 247-7421
AKA: Otto & Associates Inc
Categories: Financial Services, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (802) 649-1946

Address: 261 Main St, Norwich, VT 05055

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Otto & Assoc Inc

Tax Planning
Comprehensive Financial Planning: Otto & Associates, Inc. is a fee-only financial planning firm. We provide a full range of financial planning services including investment management, retirement and estate planning, saving for college, insurance analysis, tax planning, budget and cash management, and charitable giving.
Charitable Giving
Otto & Associates reviews federal and state taxes annually and works closely with accountants to make sure that tax considerations are an integral part of our clients’ financial decisions. Our planning software helps us recommend tax-related decisions including charitable contributions from IRAs, gifts of appreciated securities, and Roth conversions.

Investment Management
Mutual Funds
Otto & Associates manages investment assets almost exclusively through no-load mutual funds, exchange traded funds (ETFs), and private investments when appropriate. Our goal is to help clients achieve the security of a diversified portfolio that provides a solid return without undue risk. We buy and sell investments following guidelines established with our clients and - because we do not accept commissions - our clients receive unbiased asset evaluation, selection, and management.

Financial Planning
NAPFA, the National Association of Personal Financial Advisors, is the organization dedicated to the advancement of Fee-Only comprehensive financial planning.
Retirement Planning
Otto & Associates helps prepare clients for life after their paid work ends. We assist clients with decisions between retirement plans offered by their employer, and help them determine whether they can maintain their standard of living after they retire.
Asset Management
Kathy Patton joined Otto & Associates in 2007 and serves as the Office Manager, a role that helps to streamline the office processes and procedures efficiently. She received a BS from Georgetown University, after which she worked at Goldman, Sachs & Co. for 14 years in the Equity Capital Markets and Asset Management divisions. When Kathy is not at O&A, she spends her time reading, playing tennis and caring for their new Dachshund puppy named Cash. She and her husband live in Bedford, NY and have three adult children.
College Funding
Otto & Associates has expertise in college planning, including 529 plans. We can help give guidance, whether clients are planning for the education of their children or their grandchildren.

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