I’m Grant B. Ottenstein. I’ve been handling the insurance and financial needs of my clients for over 35 years.
When you engage Ottenstein Insurance and Financial Services, Inc., you hire me.
You won’t get a secretary or associate asking if they can help you with that. I’ll take the call myself. I’ll be the one to answer your question, provide the service, and take care of you. You will always deal with me personally.
Personal relationships—that’s me!
I am there for you, and your financial needs.
I can provide you with investments and estate planning strategies to help you work toward financial freedom and care for yourself, your loved ones, and the charities you are passionate about.
I care about my clients. In fact to call them clients diminishes what they mean to me—they are my friends!
And yes, I could tell you where and when I went to school, which brokerage houses I worked for, which insurance company I started out with. But you know what, it doesn’t matter. What matters is that when you come to me, I’ll ask you the hard questions. I’ll evaluate your situation and let you know what I think.
And then I’ll help you by putting together a team of professionals - attorneys, CPAs, tax professionals - that working together we will guide your financial affairs and help you work to find the financial independence you hope for.
At Ottenstein Insurance and Financial Services Inc., I work for you all year long to see that your finances and insurance needs are up to date.