Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Otto Goodell is an Investment Advisor Representative at Otto & Associates, Inc. Susan has been in the industry since June 2009. Susan holds the Certified Financial Planner designation. Susan's firm provides investment advice to individuals and charitable organizations. Susan is registered to provide investment advice in Connecticut, New Hampshire, New York, North Carolina, Texas and Vermont.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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VT
11/22/2013 - Present
Otto & Associates, Inc. (NORWICH VT)
Active
Inactive
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