Octo Capital is an independent investment management and advisory firm offering flat-fee portfolio management and personal financial advice. Based in Bingham Farms, Michigan, Octo Capital serves clients both locally and nationwide. As a fiduciary, we are committed to acting in your best interest. Our services are designed for clients who want to implement a tax-efficient, cost-effective investment strategy grounded in Nobel Prize-winning academic research, combined with financial and tax planning, to provide the framework for quantifying financial decisions. We operate on a selective basis when taking on new clients to maintain a high service standard. As such, we have limited capacity for new engagements. Please contact us to discuss whether we are a good fit and inquire about our current availability. Octo Capital, LLC is an SEC-Registered Investment Adviser.
Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Business consulting, personal financial consulting, and financial literacy.
Through our team of knowledgeable and experienced professionals we provide the sound guidance, vision, and customer care necessary for successful planning and implementation of Personal Wealth Management Strategies and Employee Benefits Solutions
Find direction for life's biggest questions. Investing for your retirement. Buying a home. Sending your kids to college. Protecting your estate assets. These are big decisions, with even bigger implications. We host educational events across the United States and Canada to help you feel confident and secure when making these decisions. Enlighten 567 partners with trusted, vetted professionals - subject matter experts who communicate critical information in a meaningful and memorable way, guiding you to make smart choices. Our experts will make you feel informed, empowered, capable and confident so you can handle whatever gets thrown your way.
Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs and CFA® charterholders has been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning.
At Smart File Solutions, we believe everyone deserves a second chance and a smarter path to financial freedom. Our mission is to empower individuals with the tools and support they need to rebuild their financial and legal standing with confidence and integrity. Visit our website to see the wide range of services we offer.
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