Octo Capital - Daniel Shub, Accredited Investment Fiduciary® - Financial Advisor 31600 Telegraph Road, Bingham Farms, MI 48025
About the Business
Octo Capital, led by Daniel Shub, Accredited Investment Fiduciary®, is a finance institution located in Bingham Farms, Michigan. Specializing in flat-fee retirement planning and investment management, Octo Capital offers independent, fiduciary services with a personal touch. As the Principal and Advisor, Daniel Shub is dedicated to serving a small, exclusive group of clients, ensuring high service standards and prompt responses to inquiries. From investing to financial planning and tax strategies, Octo Capital is committed to securing your financial future. Registered as an Investment Advisor, Octo Capital provides discreet and personalized concierge-level service at 31600 Telegraph Road, Suite 200, Bingham Farms, MI 48025.
Photos
Location & Phone number
31600 Telegraph Rd SUITE 200, Bingham Farms, MI 48025, United States
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Daniel is great to work with. I love his experience and evidence based approach to manage my portfolio. He is always responsive and open and honest and has helped me greatly."
"We've been with Daniel for about 5 years. He is always available to discuss our concerns and questions of our investments and strategies. What we like about Daniel is that he explains things in terms we can understand. We never leave his office without clear understanding the direction of our long term and short term goals. Since we moved out of state Daniel meets with us online zoom and reviews our accounts. I recommend his service's as a trusted advisor. Greg T"
"We are very happy working with Daniel. We are comfortable with his approach. He is knowledgeable and very good about explaining our plan. One of my priorities was to have someone my wife could trust if something happened to me, and she really likes Daniel. He is patient and explains things very well."
"Very professional and knowledgeable in building a solid financial base for retirement. Daniel Shub is very concerned about helping grow your retirement account."
"We have been very pleased with the advise and guidance provided by Daniel as we prepared for retirement. He is available for as much time as you want to talk about your situation and was quick to respond to any phone calls as well. We lived in MI when we started using Octo and have continued using Daniel after we retired and moved to TN. I was a bit worried about not having his office close by, but web based meetings have been very good."
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