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Partnership, not transactions.
A private investment partnership in late-stage companies in regulated industries.
We ask what you own, what you owe, and what you would like to be true in ten years.
Direct
Offices
Indiana
123 NW 4th Street, Suite 14, Evansville, Indiana 47708
New Jersey
160 River Street, Hackensack, New Jersey 07601
New York
2810 Jackson Avenue, Long Island City, New York 11101
Faithful. Forward.
Important Disclosures
Where a service is delivered by an affiliated company or an outside professional, the note says so.
1
Tax services
Tax solutions and tax planning are provided by Ollie Grant Tax Solutions, LLC, an affiliated company under common control. Clients are never required to use an affiliated company.
2
Legal services
Ollie Grant is not a law firm and does not provide legal advice. Estate planning documents are prepared by attorneys engaged directly by the client.
3
Insurance
Insurance is offered through an affiliated insurance agency under common control. Related persons receive insurance commissions, which presents a conflict of interest.