Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Dawn Otto is a Certified Financial Planner™ with The Colony Group, LLC and has been in the industry since June 2014. Amanda has experience working in the financial services industry in Missouri and is registered in Texas and Virginia. Amanda Dawn Otto is located in the Boston office of The Colony Group, LLC. Amanda Dawn Otto specializes in providing financial advice to individuals, businesses, and charitable organizations. Amanda Dawn Otto focuses on financial planning, portfolio management, and investment advisory services. Amanda Dawn Otto's current employer is The Colony Group, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
Active
Inactive
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