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Browse Businesses by NAICS code or description

NAICS Code: 523930

523930 NAICS Code for Investment Advice. These businesses listed in 523930 are owned by veterans, service disabled veterans (SDVOSB/DVBE) active duty military, reservists and military spouses of the United States Army, Air Force (USAF), Marine Corps (USMC), Navy (USN) and Coast Guard (USCG).

Search returned 15 Businesses.




On Point Strategic Planning, LLC | Iselin, NJ 08830
On Point Strategic Planning is Veteran owned business dedicated to providing you with complete financial solutions, specifically focused on ...
Paladin Wealth Partners | Springfield, MA 01115
Paladin Wealth Partners is an independent, veteran-owned practice that provides wealth management services to families, executives and ...
Agile Capital, Inc | Carmel, IN 46033
AGILE CAPITAL is an SEC Registered Investment Management firm, employee owned, SDVOSB. Agile is known in the industry as an "Emerging ...
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 ...
Chad W Langevin Northwestern Mutual Financial Network | West Hartford, CT 06107
Chad W Langevin, Financial Representative, Northwestern Mutual Financial Network. My mission is to help my clients attain financial ...
Farmers Insurance Agent - Michael Lajoie | Gallatin, TN 37066
Since 1991, we have been providing Insurance and Financial Services for Tennesseans. We customize programs to meet each individual person ...
Jim Rice, Financial Advisor | East Meadow, NY 11554
Since separating from the Marine Corps, I have spent the better part of the last 20 years in the client services industry. Over that time I ...
Northwestern Mutual Financial Representative - Rob Novotny | Melville, NY 11747
Northwestern Mutual Being a Marine Veteran, I've taken my values of Honor, Courage, and Commitment from leading Marines on and off the ...
NovaPoint Capital LLC | Atlanta, GA 30363
NovaPoint Capital is an investment management and advisory firm. We manage portfolios for individuals, businesses, pensions, and nonprofit ...
Sapiat Asset Management, LLC | Greeneville, TN 37745
Sapiat Asset Management leads the way as a veteran owned & operated independent registered investment advisor specializing in advising ...
Targeted Wealth Solutions | Colorado Springs, CO 80920
Targeted Wealth Solutions is a fee-only, fiduciary, Registered Investment Advisor focused on helping the military community and small ...
University Financial Group | Pocatello, ID 83201
Our firm provides insurance and investments for both individuals, businesses, and the public sector. Products range from employee benefits, ...
uVest Advisory Group | Newburgh, IN 47630
uVest Advisory Group, LLC is a fiduciary fee-only investment advisor. We perform equity analysis and selection, retirement planning, ...
Venn Financial Solutions | DuBois, PA 15801
Financial Planning Practice Robert J. Knox, CFP® and Joseph C. Zappia, III, BS MIS, of Venn Financial Solutions offer Investment ...
WealthKare.com, Inc. | Mount Union, PA 17066
The WealthKare Investment Center's founder, Bruce Smith, is one of America's leading advisors on retirement income planning and strategies. ...

 



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