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Financial Advisors

Financial Advisors who are past military and present military members. Veteran Owned Businesses (VOB), Active Duty Military, Reservists and Service Disabled Veteran Owned Small Companies (SDVOSB) of the United States Army (USARMY), Air Force (USAF), Marines (USMC), Navy (USN), Coast Guard (USCG) and National Guard specializing in offering financial advising services including advice on stocks, investments, retirement investing and more.

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Anderson-VanHorne Independent Financial Advisor - William O'Donnell | Victor, NY 14564
This listing includes a special offer! Anderson-VanHorne Independent Financial Advisor - William O'Donnell is an independent Financial Advisor looking to help clients ...
Golden West, A Financial Corporation | Mesa, AZ 85215
Golden West provides comprehensive financial, investment, and estate planning for individuals, business owners and successful ...
Signature Insurance Group, LLC | Longwood, FL 32750
Signature Insurance Group, LLC is an all lines insurance brokerage. We offer P&C, Health, Group Benefits, Payroll Services, Ancillary ...
WealthKare.com, Inc. | Mount Union, PA 17066
This listing includes a special offer! The WealthKare Investment Center's founder, Bruce Smith, is one of America's leading advisors on retirement income planning and strategies. ...
123 Investing | Apollo Beach, FL 33572
123 Investing (Intervest International Equities Corp Financial Advisors) is a consulting firm which specializes in total financial planning ...
8Percent4UrCash LLC | Atlantic Beach, FL 32233
8Percent4UrCash LLC: Grow It, Give It. Fundraising for non-profits. 8 percent annual interest on 3-year promissory notes, asking that you ...
Academy Securities, Inc. - Chicago Office | Chicago, IL 60607
Academy Securities, Inc. is a FINRA-registered Broker-Dealer, California-certified Disabled Veteran Business Enterprise (DVBE), Service ...
Academy Securities, Inc. - New York Office | New York, NY 10036
Academy Securities, Inc. is a FINRA-registered Broker-Dealer, California-certified Disabled Veteran Business Enterprise (DVBE), Service ...
Academy Securities, Inc. - San Diego Office | San Diego, CA 92130
Academy Securities, Inc. is a FINRA-registered Broker-Dealer, California-certified Disabled Veteran Business Enterprise (DVBE), Service ...
All Merchant Services Group, Inc. | San Marcos, CA 92069
All Merchant Services Group are your Veteran Owned Business Credit Card Professionals. All Merchant Services Group provide custom credit ...
Alls Global Advisors Inc | Murrieta, CA 92563
Alls Global Advisors Inc., is a financial service company that educates the consumer on the financial options available then fully analyzes ...
ALPHA Global Exchange / a registered dba of ACK Holdings LLC | Scottsdale, AZ 85266
ALPHA Global Exchange / a registered dba of ACK Holdings LLC offers wholesale currency exchange rates & 3rd party global payments for small ...
American Access, Inc. | Fort Lauderdale, FL 33308
American Access are the only financial economics consultants that offers LAFF (Love for American Families Funding).
Arne & Co. | Albuquerque, NM 87109
Arne & Co. is a Service Disabled Veteran Owned Business, that provides financial services to privately held business owners in these ...
Arturo C. Baja, CPA | Lafayette, CA 94549
Arturo C. Baja, CPA specializes in accounting, tax preparation and bookkeeping services for small businesses and individuals. We are ...
Axcel Capital Management, LLC | Pasadena, MD 21122
Axcel Capital Management, LLC is a registered investment advisory firm that provides comprehensive investment management and financial ...
AzKELLY Insurance Agency | Peoria, AZ 85345
AzKELLY Insurance Agency is a full service insurance and financial services office providing retirement - business insurance - auto - home ...
Bull Financial, LLC | Crestview, FL 32536
Bull Financial, LLC Coordinates Funding Solutions to Meet a Business’s Needs. Many start up or small to middle-sized businesses cannot ...
Bull Oak Capital | San Diego, CA 92101
Bull Oak Capital is a San Diego Financial Advisor. As a Registered Investment Advisor (RIA) firm, we are required by law to act as a ...
Coker Wealth Management | San Antonio, TX 78261
At Coker Wealth Management we help you plan for the whole journey, using the investments, tools, and resources you need to make it all the ...
Creative Financial Strategies, Inc. | Conyers, GA 30094
Creative Financial Strategies, Inc. offers innovative solutions and services designed to help individuals, businesses, and charitable ...
Dalton & Associates, Inc. | Fayetteville, GA 30214
Dalton & Associates, Inc. Attorney's Offices: I am a Country Lawyer with a short temper and a bad attitude. I handle any case except ...
Dan Dubeau - Financial Advisor | Norwell, MA 02061
Dan Dubeau - Financial Advisor provides Wealth Management services. My practice assists the veteran business owner or executives with ...
Drexel Hamilton | New York, NY 19103
Drexel Hamilton is a full-service institutional broker-dealer founded on the principal of offering employment to disabled veterans in ...
Dreyer Wentworth Wealth Management | Long Beach, CA 90806
Dreyer Wentworth Wealth Management helps individuals and businesses with investment planning, retirement planning, estate planning ...
Echo Advisors | Worthington, OH 43085
Echo Advisors is a Fee-Only Registered Investment Advisor that offers investment advice and management and comprehensive financial ...
Edward Jones - Brian Bordenkircher | Lake In The Hills, IL 60156
Edward Jones - Brian Bordenkircher: When it comes to your financial future, it's important to work with someone who takes time to ...
Edward Jones Investments - Andrew J Peneton | Tempe, AZ 85283
Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, Edward ...
Edward Jones Investments - Dave Young | Marietta, GA 30066
Edward Jones Investments - Dave Young. Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We ...
Edward Jones Investments - Howard McLymont | Tarpon Springs, FL 34688
Edward Jones Investments - Howard McLymont is a Military Veteran dedicated to providing Quality investment insight and helping his clients ...
FiComm Partners, LLC | Los Angeles, CA 90025
FiComm is a specialist communications firm that works with independent investment managers, financial advisors and those that want to reach ...
Finance For Thought | New York, NY 10017
Finance For Thought is a financial organization in New York, NY. We understand that individuals face unique challenges as they prepare for ...
Financial Engineering Counselors, Ltd | Falls Church, VA 22043
Financial Engineering Counselors, Ltd. is a financial resource for government contractors, commercial companies, banks, other financial ...
First Command Financial Services | Plano, TX 75024
First Command Financial Services has been servicing military families with financial services for over 60 years. After nine years as a ...
Frederick Advisors | Frederick, MD 21702
Frederick Advisors specializes in Investment, Income, Retirement and Financial planning.
Get Financially Fit! | Oro Valley, AZ 85737
Get Financially Fit! specializes in Financial Planning for young professionals, fitness enthusiasts and military members/veterans/public ...
Grable Services LLC | Cape Coral, FL 33991
Grable Services LLC is an maintenance management implementation specialist. Grable Services is capable of an asset full life cycle process ...
Green and Gold Financial Planning, LLC | Brockton, MA 02301
John Cooney is a fee-only financial planner who founded Green and Gold Financial Planning to provide comprehensive financial planning to ...
Hull Financial Planning | Fort Worth, TX 76107
Fort Worth financial advisor Hull Financial Planning focuses on helping clients achieve early financial independence. Our Fort Worth ...
Justino Investments | Roseland, NJ 07068
Justino Investments is a full service financial consulting firm. We manage individual and corporate portfolios, business financial ...
Krantcents | Tarzana, CA 91356
Krantcents is the Personal Finance Blog of Larry Krant.
Kyle Winder, Investment Adviser Representative with Principal Financial Group | Raleigh, NC 27612
Kyle Winder, Investment Adviser specializes in Financial, Retirement, and Estate Planning as well as in Portfolio and Asset Management ...
L.I.F.E. Services, LLC. | Katy, TX 77450
L.I.F.E. Services: Certified Financial Planner, Certified Tax Specialist, Certified Long Term Care Consultant, Board Certified in Estate ...
Lone Star Wealth Strategies | Frisco, TX 75033
Lone Star Wealth Strategies provides wealth creation, retirement income planning and business exit strategy design.
LPL Financial - Melbourne Florida | Melbourne, FL 32940
LPL Financial - Melbourne Florida. I’ve been providing financial advice since 1993 and I am a Certified Financial Plannertm ...
M Dean Owen CPA | Paducah, KY 42003
M Dean Owen CPA is a CPA firm in Western KY focusing on small business and individual taxation, investment, and accounting.
M&S Investment Services | Burton, MI 48529
M&S Investment Services: Financial advisors. Investment services.
Macro Money Concepts | Stuart, FL 34994
Macro Money Concepts is e a personal financial advisory and consulting group. We specialize in teaching people how money really works ...
Managed Wealth Financial | Westlake, OH 44145
New Markets and New Economies call for New Strategies and New Solutions. Managed Wealth Financial takes those new ideas to American’s ...
NeuWorld Financial | San Diego, CA 92129
NeuWorld Financial provides Money Management for high networth individuals, corporations, foundations and institutions. NeuWorld Financial ...
New Cumnock Consulting, Inc. | Chicago, IL 60601
New Cumnock Consulting, Inc. is a boutique Private wealth management company. Our goal is provide the highest service to our clients and we ...
New York Life Independent Agent - Teddy Moore | Fort Lewis, WA 98433
New York Life Independent Agent - Teddy Moore provides help for families, business owners, professionals, etc. to achieve the financial ...
Northeast Endeavors | Peabody, MA 01960
Northeast Endeavors Objectives: Improve structures in communities while profiting from higher rental income. We believe in the "everybody ...
Northwestern Mutual - AC Franks | Colorado Springs, CO 80903
AC Franks is backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of ...
Northwestern Mutual Independent Financial Representative - Robert J. Ross | Norwalk, CT 06854
Northwestern Mutual Independent Financial Representative - Robert J. Ross: Rob works with professionals, families, and business owners to ...
NovaPoint Capital LLC | Atlanta, GA 30363
NovaPoint Capital is an investment management and advisory firm. We manage portfolios for individuals, businesses, pensions, and nonprofit ...
On Track Financial Coaching LLC | Ferryville, WI 54628
On Track Financial Coaching (OTFC) provides financial coaching to individuals, couples, families, and small businesses. Main areas of ...
Precise Financial Planning, LLC | Las Vegas, NV 89131
Precise Financial Planning, LLC represents the next generation of financial advice. Precise Financial Planning, LLC provides integrated ...
Primerica - Independent Representative - Jason Dye | Gladstone, MO 64119
Primerica - Independent Representative - Jason Dye, Educating Middle income families the money handling skills they need to become properly ...
Private Wealth Counsel, Inc. | Miami, FL 33145
Private Wealth Counsel is a Miami financial advisory firm focused on providing innovative wealth management solutions to clients with ...
Results Wealth Management, LLC | Cedar Park, TX 78613
Results Wealth Management, LLC. Results oriented 401k, financial planning, wealth management for individuals and small businesses.
Rivers Resources | Indianapolis, IN 46216
Rivers Resources offers a wide spectrum of cost containment and recovery audit solutions to our clients. Our services are no risk, no ...
Schiller Ahern | New York, NY 10005
Schiller Ahern provides a wide variety of tax, financial management, and accounting services tailored to meet any circumstance. Our ...
Schneider Financial Group, Ltd | Mahopac, NY 10541
Schneider Financial Group, Ltd: All of your tax and financial needs handled by one trusted business. The firm of Schneider Financial ...
Scott E. Fleming, CPA, MBA | Tupelo, MS 38804
Main Street Analysts, LLC is a professional accounting and consulting firm primarily focused on Business Intelligence Analysis - the study ...
Shaun Roberts Associates, Ltd | Staten Island, NY 10312
Shaun Roberts Associates, Ltd is a Certified Financial Planner™, Enrolled Agent (Enrolled to practice and represent taxpayers before the ...
Sherwood Investment Management | Petaluma, CA 94955
Sherwood Investment Management develops customized asset management solutions for individuals and families. We are dedicated to helping you ...
SIPCO | San Antonio, TX 78209
SIPCO is a disabled-veteran owned, emerging investment management firm headquartered in San Antonio, Texas. Our product specialties for ...
Skylight Financial Group | Dublin, OH 43016
Skylight Financial Group provides securities, investment advisory and financial planning services.
Solid Path Financial, LLC | Fort Wayne, IN 46825
Solid Path Financial, LLC. We view financial planning as a puzzle where all the pieces need to fit together. To do that, each piece needs ...
Sound Advice Financial Planning | Goodyear, AZ 85338
Sound Advice Financial Planning helps business owners, executives, retirees and pre-retirees build a lifelong stream of tax advantaged ...
Southwest Wealth Advisory Group Associate - MacAuley Beloney | Phoenix, AZ 85008
Southwest Wealth Advisory Group is Arizona's premier financial planning, investment advisor, retirement planning, and wealth management ...
State Farm Independent Insurance Agent - Lavette R. Jones | Fayetteville, NC 28314
State Farm Independent Insurance Agent - Lavette R. Jones provides insurance and financial services. Our mission is to help people manage ...
Strategic Options, LLC | Denver, CO 80218
Strategic Options provides trading signals, portfolio strategies, and option strategies.
Susurro Vera LLC | Rockwood, MI 48173
Susurro Vera LLC Provides local, regional, national and trans-national threat, intelligence, financial, scientific and all-source and ...
Tactical Capital Management | Wildwood, MO 63040
Tactical Capital Management is a Registered Investment Advisory firm regulated by the State of Missouri. The firm specializes in fee ...
The Hall Group at Morgan Stanley | Garden City, NY 11530
The Hall Group at Morgan Stanley's mission is to provide each of our select clients with a customized wealth management plan that is ...
The Retirement Plan Company, LLC | Brentwood, TN 37024
The Retirement Plan Company, LLC (TRPC) provides 401(k)/Qualified Retirement Plan services. We partner with financial advisors by ...
The Strategic Business Group, Inc. | Saint Paul, MN 55127
The Strategic Business Group, Inc. has been in business for 11 years providing strategic solutions targeting early stage and high growth ...
Thompson Wealth Management | Kennesaw, GA 30152
Thompson Wealth Management provides advanced financial planning, by working with attorneys and CPAs, to help business owners and other ...
Veracity Financial Services | Palm Beach Gardens, FL 33410
Veracity Financial Services works with individuals to discover how they want to invest and plan for future events such as retirement. In ...
Victory Investment Strategies | Cleburne, TX 76033
Victory Investment Strategies is a full service investment company.
Vint W Stevenson Advisory Services & Investments LLC | Redding, CA 96002
Vint W Stevenson Advisory Services & Investments LLC is committed to maintaining the highest standards of integrity and professionalism ...
Visionary Private Wealth Management | Farmington, CT 06032
Visionary Private Wealth Management is a fee-only Registered Investment Advisor. Our specialties are Financial Planning & Asset Management. ...
Waddell & Reed | Vancouver, WA 98683
Waddell & Reed. Have you been laid off, changed jobs, retired, getting ready to retire, or worried about your 401(k) or other investments? ...
Wayne Accounting Associates, Inc. | Wayne, NJ 07470
Wayne Accounting Associates, Inc. is a Certified Public Accountant in Wayne, NJ Founded in 1988, Wayne Accounting Associates Inc does ...
Wealth Management Group, LLC | Rochester, NY 14618
Wealth Management Group, LLC provides clear solutions for Veteran Business Owners and successful people by providing customized Financial ...
Westchase Financial Planning | Tampa, FL 33626
Westchase Financial Planning is a fee-only financial planning firm headquartered in Tampa, FL. We provide unbiased, comprehensive financial ...
World Financial Group | Jacksonville, FL 32225
World Financial Group, Your Dreams, Our Strategies® It's more than just a slogan, it's a way of doing business at World Financial Group ...
XXI Financial Independent Financial Advisor - Alex Boody | Tampa, FL 33609
XXI Financial takes a unique look at the specific needs and wants of our clients. We focus on a process driven methodology to create wealth ...

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Comments on the Military and Business Ownership...

“The Army instilled three traits into my personality. Discipline, honor, and initiative. Discipline helps me to run my business effectively and efficiently. Honor allows me to maintain a solid client base because I strive to "do the right thing" at all times, even if it means losing money on a job. Initiative gives me the desire to constantly improve processes, keep up with new technologies, and take advantage of opportunities to provide new and improved services to my clients.”

David Sazama
eFusion Systems

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