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    Osaic Wealth

    3.0 (2 reviews)
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    Services - Osaic Wealth

    Estate planning

    Inheritance planning

    Insurance planning

    2 More Services

    Investment management

    Retirement planning

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    Grant Management Services

    Grant Management Services

    (8 reviews)

    I spoke to the owner Marsha about my desire to downsize from my five bedroom home to only a two…read moreBedroom place because I am planning to be a Snowbird one day after the pandemic and she told me how wonderful her place is and how it would be perfect for me. I was only brought to her yelp account because we have other business dealings...and I saw her very poor yelp reviews stating how rude she is in 6 of her yelp reviews and I had began to see that for myself. After reading that she was not only rude to me but rude to so many other people in her business, I have decided not to use her company and I would suggest you look at her reviews before you decide to choose her business. There are so many other businesses like hers that have perfect reviews and I will be moving into one of them with my downsizing on Long Island. Thank God I saw her reviews before I actually became one of her clients.

    Do not ever use this company. If you are considering it, make sure you meet personally the owner…read moreMarsha of Grant Management Services. You will instantly change your mind and see for yourself not to deal with them. She is the most unprofessional, nasty, and horrible person. She has no empathy at all. It is obvious that she hates what she does and hates life in general. There are many other better services out there where the owners are professional and make you feel comfortable. If you talk with the tenants, as we did, you will hear how unhappy they are in dealing with her. This is the wrong business for her to be in, but I can't even think of any business that her rude personality would be a fit for.

    Osaic Wealth - financialadvising - Updated May 2026

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