Northern Group Service

Clean Yield Asset Management is a progressive investment firm based in Norwich, VT, that has been helping clients since 1984. They specialize in building custom portfolios that align with their clients' values and seek to create a just and environmentally sustainable economy. With a belief that personal values and successful investing can go hand in hand, Clean Yield Asset Management prioritizes understanding their clients' needs and creating portfolios that reflect their values and priorities, while also helping them achieve their long-term financial goals.Generated from the website

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.