About Hal Otey Financial

Providing guidance on the road to achieving your dreams.


Hal Otey Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

The road to achieving your retirement dreams may not always be straight and smooth. At Hal Otey Financial, we know there may be twists and turns, bridges to cross, potholes, and detours along the way, and we can provide the guidance to help you navigate your financial journey. Whether you are investing to build wealth, provide income during retirement, protect your family, or preserve your assets, our personalized services focus on your needs and long-term goals.

Mission Statement

At Hal Otey Financial we are dedicated to enhancing the quality of our clients’ lives by clarifying their long-term goals and dreams, providing excellent service, building strong relationships, and guiding their financial affairs. This allows them to focus on those areas that give their life meaning and purpose.