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5488 East State Road 46
Bloomington, IN 47401

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Otto Ray

(812) 331-7588

 
Making Your Tax Bracket Work Events on Wall Street The Power of Compound Interest The Cost of Procrastination

Why Otto Ray?

  1. 29 years Experience in the Financial Services Industry, with 18 years as a Fully Licensed Financial Adviser
  2. One-on-one Financial Consulting, Advising, Retirement Planning, Wealth Management

Why Phoenix Financial?

  1. We Establish Long and Trusted Relationships
  2. We Simplify the Process of Investing and Managing Risk
  3. We Provide Ethical Client Service
  4. We Make Surpassing Service Expectations a Priority

Note from Otto Ray:

"It is important to me to devote more attention to meeting the needs and protecting the interests of my current clients by analyzing both the market and economic fundamentals and trends than I do welcoming new clients."


Helpful Content

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Use this calculator to estimate your capital gains tax.

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

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Interest Rates: How Low Can They Go?

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