Michigan Investment Advisers | Trust Funds, Brokerage Accounts & More

Start Saving for Your Child’s Education, Today!

It’s never too early to start saving for the education they deserve at the university of their choice.

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Are You Saving Enough for Retirement?

Over 18 years of experience in Traditional IRAs, Roth IRAs, SEP IRAs and more. Retirement isn’t an end goal – it’s a lifetime process.

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No Time? No Worries. Daniel Investments Has You Covered

Daniel Investments offers a complimentary meeting and comes directly to you. Discuss financial possibilities from the comfort of your own home.

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Who We Are

As a Registered Investment Adviser in the State of Michigan, Daniel Investments has a fiduciary responsibility to do what we believe is best for our clients – no matter how it affects our company’s revenue. We help you bridge the financial gap between where you are now and where you see yourself in the future.

President and Chief Investment Officer John S. Daniel has been advising investors based on this principle since he founded the company in 1997. Unlike some other investment firms, you don’t have to be a millionaire to start with us. Only a minimum of $10,000 is required for our beneficial services. Our mission is to provide a sense of financial security through all phases of a person’s life.

There’s no better time to start investing and there’s plenty of time to catch up with Daniel Investments.

“From helping you save for your children’s education to advising mom and dad’s finances, Daniel Investments is here for you through all phases of life.”

John Daniel
Founder, Daniel Investments, Inc.

Our Process

Look

You and Mr. Daniel look over your current financial situation – from top to bottom – and discuss your ultimate financial goals, together.

Identify

We then identify the solutions that will help you to reach those goals, whether it’s how to invest wisely or increase savings, or both.

Manage

Finally, we help you by making strategic suggestions in a personal plan of action that will lead you to your goals.

Your grandparents had financial peace of mind – you deserve the same. Investors as young as 14 have begun their financial journey with confidence by
trusting Daniel Investments.

5 Rules for Financial Living

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You and you alone are responsible for your financial future – if you don’t do it or work with someone to get it done, nobody is going to do it for you.

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Debt is all right if it is the right kind of debt. Try to avoid variable rate debt and credit card debt at all costs.

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Protect your assets, your family and yourself with insurance products. You should consider health, life, property and casualty, and liability insurance depending on your individual situation.

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Have plans in place for when you are unable to make financial or medical decisions for yourself. This includes – at minimum – a will, durable power of attorney and healthcare power of attorney.

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Plan to save at least 10% of your adjusted gross income (the number on the bottom of the first page of your 1040 tax return) each and every year.

FAQ’s

What is an investment adviser?

An individual or firm that receives compensation for giving advice regarding securities to clients. Securities can include stocks, bonds, mutual funds or exchange traded funds.

What does Daniel Investments do?

We help clients like you with investable assets to achieve your financial goals through careful analysis of your current situation and then develop and help you implement a strategic plan for your desired future.

How can I decide if Daniel Investments has the right services for me?

Call us for a complimentary “Get to Know Each Other” session where not only will Mr. Daniel tell you more about his business, but where he will take the time to get to know you as a potential client himself. Here you will discuss your financial situation and what we can do to help.