Otto & Associates

Finance · Vermont, United States · 1-10 Employees

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Overview

Headquarters

16 Beaver Meadow Rd Ste 2, Norwich, Verm...

Phone Number

(914) 232-5379

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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About Otto & Associates

Otto & Associates, Inc. is a fee-only financial planning firm that offers a comprehensive range of services including investment management, retirement and estate planning, college savings, insurance analysis, tax planning, budgeting, and charitable giving. The firm operates under a fiduciary standard, ensuring that it acts in the best interest of its clients without conflicts of interest. They do not accept commissions or compensation from any entities other than their clients. Otto & Associates, Inc. is dedicated to providing transparent and trustworthy financial guidance.Explore more
Otto & Associates's Social MediaPopular SearchesOtto & Associates IncOtto & Smith Associates IncOtto Associates LPOttoinvestmentsOtto & AssociatesSIC Code 62,628NAICS Code 52,523Show more

Otto & Associates Org Chart

MD
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Chief Executive Officer

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DO
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Chief Executive Officer Emeritus

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KP
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Office Manager

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DM
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Financial Planner

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Compare insights from companies similar to Otto & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Otto & Associates

<$5M
1-10
Private
-
2003
$5M
11-50
Private
-
-
KD
Kevin DavieFinancial Advisor & Portfolio Manager
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
-
DD
David DensmorePartner, Senior Financial Advisor
<$5M
1-10
Private
-
2019
PM
Patrick MeyerDirector and Partner, PIM Portfolio Manager
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Otto & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Otto & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Otto & Associates.

Otto & Associates Tech Stack

A closer look at the technologies used by Otto & Associates

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Frequently Asked Questions Regarding Otto & Associates

What is Otto & Associates's official website?
Otto & Associates's official website is www.ottoandassociates.com
What is Otto & Associates's Revenue?
Otto & Associates's revenue is <$5 Million
What is Otto & Associates's SIC code?
Otto & Associates's SIC: 62,628
What is Otto & Associates's NAICS code?
Otto & Associates's NAICS: 52,523
How many employees does Otto & Associates have?
Otto & Associates has 1-10 employees
What industry does Otto & Associates belong to?
Otto & Associates is in the industry of: Finance, Securities Trading
What is Otto & Associates competition?
Otto & Associates top competitors include: SCO Wealth Management, River Hills Wealth Management, Campbell Morrison Wealth Management, Wells Fargo Clearing Services
What technology does Otto & Associates use?
Some of the popular technologies that Otto & Associates uses are: PHP, Google Universal Analytics, Angular, Google Font API
How do I contact Otto & Associates?
Otto & Associates contact info: Phone number: (914) 232-5379 Website: www.ottoandassociates.com
What does Otto & Associates do?

Otto & Associates, Inc. is a fee-only financial planning firm that offers a comprehensive range of services including investment management, retirement and estate planning, college savings, insurance analysis, tax planning, budgeting, and charitable giving. The firm operates under a fiduciary standard, ensuring that it acts in the best interest of... its clients without conflicts of interest. They do not accept commissions or compensation from any entities other than their clients. Otto & Associates, Inc. is dedicated to providing transparent and trustworthy financial guidance.Read More

What are Otto & Associates social media links?
Otto & Associates Linkedin page
Is Otto & Associates a public company?
Otto & Associates is private company therefore does not currently have an official ticker symbol
See more information about Otto & Associates

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