Jenine F.
9/16/2018
We found David Otto online, doing a search for fee only Financial Advisers, to meet with my parents and discuss their retirement plans. David and his staff were really patient and helpful and...
Otto & Associates
Permanently closed
(1)
200 Katonah Ave
Katonah, NY 10536
Otto & Associates Inc. is a fee-only financial planning firm based in Katonah, NY, celebrating over 30 years of dedicated service. They offer a comprehensive range of financial planning services, including investment management, retirement and estate planning, college savings, insurance analysis, tax planning, budgeting, cash management, and charitable giving.
Adhering to a fiduciary standard, Otto & Associates prioritizes the best interests of their clients, ensuring transparency and avoiding conflicts of interest. Their commitment to acting in good faith and providing oversight guarantees that all aspects of a client's financial life are well-managed.
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