Top 10 Best Financial Advisors Veteran Owned BusinessesVeteran Owned Business Directory

My job is to help people manage their investments so that they can focus on more important things in their lives. I help my clients with saving for Retirement, Education for Kids, Life Insurance and Estate Planning. My branch team and I will work with you to find out what goals are important to you and tailor how we work with you to reach those goals.

Financial Engineering Counselors, Ltd. is a financial resource for government contractors, commercial companies, banks, other financial institutions, and professionals. Financial Engineering Counselors, Ltd. has the experience, knowledge, integrity, and track record to create win-win situations for your organization.

Results Wealth Management, LLC. Results oriented 401k, financial planning, wealth management for individuals and small businesses. Comments on the Military and Business Ownership Deal with highs and lows of every day challenges.

SIPCO is a disabled-veteran owned, emerging investment management firm headquartered in San Antonio, Texas. Our product specialties for investors are corporate bond, large cap growth, and large cap value. Our unique investment philosophy has been designed to provide our investors with above market performance over time with a sharp focus on downside risk. We also provide financial planning.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Comments on the Military and Business Ownership Being stuck on a ship on deployment forced me to think outside the box, coming up with passive ways to earn residual income for my family. I started out investing in Real Estate, then the stock market, and then mentored others to do the same. Now, I am a Financial Advisor and am able to continue mentoring others in a professional capacity.

After a successful 24-year career serving my country in the Navy, I now have the pleasure of serving families and small business owners in my local community of Leander, TX. I truly want to understand what's important to you. We will work together through an established process to build a personalized strategy to help you reach your goals. I help my clients: Plan for a comfortable retirement, enjoy living in retirement, pay for education, prepare for the unexpected and develop strategies to help save money on taxes. We will partner together throughout your life to help keep you on track to reach your goals and leave a legacy for your family. Our investment philosophy emphasizes buying quality investments, diversifying them and holding them for the long term while helping you reduce risk. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

Hill and McCoy Financial is a veteran-owned and run Financial Advisor firm that specializes in helping individual owner-ops, small trucking companies, and entrepreneurs save for retirement and make sure their businesses are protected and positioned best to grow and hire quality employees. We are partnered with Mutual of Omaha Advisors and a Broker giving us the ability to do what is best for our clients. Comments on the Military and Business Ownership By showing me how much-paying attention to detail, organization, and keeping a calm and positive outlook on things can be the difference between being successful and having the people around you actually want to listen and follow your lead.

Fort Worth financial advisor Hull Financial Planning focuses on helping clients achieve early financial independence. Our Fort Worth financial planning specializes in small business owners and entrepreneurs. Comments on the Military and Business Ownership When I was a young Army officer, I saw my soldiers getting horrible financial advice from unscrupulous salesmen. From that point on, I wanted to be a financial planner, and 12 years after leaving the Army, I passed the CFP exam and became one.

L.I.F.E. Services: Certified Financial Planner, Certified Tax Specialist, Certified Long Term Care Consultant, Board Certified in Estate Planning, Life Insurance Underwriter, Certified Annuity Specialist, Registered Financial Consultant. Contact L.I.F.E. Services, LLC. today at: (800) 891-8797.

Service Disabled Veteran Owned Business here to help other Veterans with understanding the Cares Act. The Cares Act allows businesses with over 5 employee's to get up to $26,000 back with no catch. We have over 300 CPA's, 192 tax attorneys, and 87 analyst's who specialize in the success of this process where most others do not. We charge no up front fees or a retainer fee. We only get paid if we recover for you. Our process is seamless, professional and fast. HERE IS THE TRUTH! 1) There is no such thing as being approved in 5 minutes. 2) Don't be misled by other companies promising refunds immediately. This is a misleading tactic to solicit your business. 4) To be approved a CPA has to review a variety of documents to make the assessment. 5) You do not have to wait 10 months to get your refund. Trust us like the 1000's of others have and we will take care of you. Keep in mind this is a veteran owned business that donates to DAV(Disabled American Veterans) or Wounded Warrior every time we are paid. Thanks for taking the time to check with us first. Looking forward to earning your business needs! Stay safe and thanks for your service. Comments on the Military and Business Ownership The main way that the military prepared me for the civilian sector was by organization. It has provided a platform for growth through entrepreneurship causing me to get more involved. Knowing what we stand for and how we assist other veterans truly drives me. I enjoy seeing the customer leave with smile on their face.

Northwestern Mutual - Gregory Young is a financial advisor with Northwestern Mutual. He strives to understand every client's goals and objectives in order to provide holistic and personal, comprehensive financial plans that meet your evolving and growing needs through all of life's stages in the most tax efficient manner. Comments on the Military and Business Ownership I was proud to serve in the US Navy and strive to include the fundamental principles of integrity, accountability, knowledge in my practice. Honesty and pride in one's work are essential in building lasting relationships professionally and personally, and my planning with clients is entirely relationship focused.

Bancroft Capital, LLC, is a certified Service-Disabled Veteran-Owned Small Business (SDVOSB), operating an Institutional Broker-Dealer and Investment Advisor. Founded by service-disabled veteran, Cauldon D. Quinn, the firm implements a formal Veteran Training Program that places military veterans alongside financial industry veterans to deliver value-added content to its clients. Comments on the Military and Business Ownership In the civilian world we often get the advantage of the next opportunity and/or a new day to start again. In the military we live our lives with the expectation that there is no second chance, as is the case in combat or so many of daily peacetime responsibilities of military service members. I believe the greatest lesson that I take from my military career is the unparalleled commitment to mission completion.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management analysis We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Comments on the Military and Business Ownership I have now spent over 22 years in the Army in both an active and reserve capacity. I owe all of my leadership abilities to my service. They were either skills I learned in service or inherent skills that were honed during my time as an Army leader.

Minimalist Financial is a Registered Investment Advisor (RIA) in the State of Oregon. We specialize in providing financial planning, investment management, and tailored advice to those who have a passion for serving others. If you are someone who cares about people, wants to manage your resources wisely, and seeking financial independence, we are here to serve you. Comments on the Military and Business Ownership I learned how to learn, and this made me become a self-starter and created a hunger to learn as much as I can about certain topics that helped those around me. In my case, this extended to financial planning and investment management when I discharged. I also learned how to endure through the worst times by persevering and always continually trying to serve others. The Marines taught me how to be self-sufficient, and to serve others with grit, intelligence, and humility.

Academy Securities, Inc. is a FINRA-registered Broker-Dealer, California-certified Disabled Veteran Business Enterprise (DVBE), Service Disabled Veteran Owned Small Business (SDVOSB), and SIPC member. Academy Securities, Inc. is a unique financial services firm that brings together U.S. military veterans and seasoned industry experts to create a deep pool of talent offering a comprehensive suite of products and services.

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 have worn more than a few hats and cleared more than a few obstacles. My business focus is helping veterans, law enforcement, firefighters, and other first responders manage their retirement benefits. In addition, I work with business owners to ensure they and their families are in a good position should the need arise. Comments on the Military and Business Ownership Honor, Courage, Commitment, Dedication, Integrity, Fortitude, and Perseverance are but some of the Hallmarks of the Marine Corps. I proudly bring these principles coupled with my ability to improvise, overcome, and adapt to partnering with my clients in the achievement of their long term financial goals.

Northwestern Mutual Being a Marine Veteran, I've taken my values of Honor, Courage, and Commitment from leading Marines on and off the battlefield, to creating integrated financial plans. My team and I have created solutions for financial goals in the attempt to achieve the financial freedom and security that we all hope to achieve. I credit my military service to the discipline, attention to detail, and integrity in my service. I have been honored to serve the country, allow my team to continue to serve by developing a plan for you. Semper Fidelis. In my practice, my team and I work in three very specific and crucial areas to increase efficiencies in planning. The strategic and systematic plans we develop allow our clients to experience more tax efficient ways to distribute money across different time horizons and individual goals. We have developed thousands of plans and continue to produce valuable and pivotal adjustments that allow our clients security in their complete financial picture. Not only will my team create avenues to grow your wealth, but we will help coach you through some financial and economic downturns. I've paralleled the feelings I get when serving an entrepreneur to a young, growing family to a couple entering retirement to anyone in between with the same feelings I had while serving. The ability to impact peoples lives to create a future that did not seem feasible gives me purpose and continued sense of service. Allow me to continue to Comments on the Military and Business Ownership With the discipline learned, I'm able to hold my accountability to myself. I have sought out mentors outside of the business to keep me focused as well. The Marine Corps organizational structure and mentorship processes have created a great set of leadership skills for the civilian business world.

Arne & Co. is a Service Disabled Veteran Owned Business, that provides financial services to privately held business owners in these primary areas: Transition Planning, Business Valuations, Mergers & Acquisitions.

Justino Investments is a full service financial consulting firm. We manage individual and corporate portfolios, business related finance, financial planning, financial literacy, investments, life insurance, 401(k)s, annuities, stocks and bonds, and mutual funds. Comments on the Military and Business Ownership I am an Army Reserve Warrant Officer, with a combat tour to Iraq. This experience taught me that life is entirely too short to be afraid, and work for someone else. It taught me that we are all connected, and we need to do right by Each other. Especially fellow Veterans.

Heartland Financial Solutions, LLC helps solve financial problems and plan for future financial needs with your goals and values at the centerpiece of our efforts. Financial planning guides our work in investment management and personal risk management/insurance. We serve the small business sector with retirement and benefit plans. We also consult with nonprofit agencies on management and fund-raising. Comments on the Military and Business Ownership The traits we take for granted in the service - honor, integrity, commitment to mission and our people - make a veteran-owned business stand out from its competitors. We care about getting results the right way when clients need it.

John Cooney is a fee-only financial planner who founded Green and Gold Financial Planning to provide comprehensive financial planning to veterans and their families. John is a graduate of West Point and during his 18 years in the US Army, he has had the pleasure to serve his country on four different continents. When not working with clients or attending his drill weekend, John enjoys spending time with his fiancé, cooking, running, and cheering on the Boston area sports teams. Comments on the Military and Business Ownership My service in the military has helped define how I approach people and problems. It taught me how to work with people, identify the issues that they face, and how to work with them to resolve those issues.

Plentiful Wealth, LLC provides comprehensive and objective financial planning and portfolio management to help attorneys and professionals from the energy industry organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeb Jarrell is never paid a commission of any kind, and has a legal obligation to provide unbiased advice. Comments on the Military and Business Ownership I'm fine with working long hours with little direction, on projects that might never come to fruition.

AGILE CAPITAL is an SEC Registered Investment Management firm, employee owned, SDVOSB. Agile is known in the industry as an "Emerging Manager"​ We have developed risk managed strategies covering all major asset classes. Our objective is to reduce the impact of large and drawn out negative shocks to portfolios while leaving upside potential intact throughout. Agile-not fragile.

uVest Advisory Group, LLC is a fiduciary fee-only investment advisor. We perform equity analysis and selection, retirement planning, budgeting, and wealth management services. Comments on the Military and Business Ownership It has taught me to adapt and overcome.

Academy Securities, Inc. is a FINRA-registered Broker-Dealer, California-certified Disabled Veteran Business Enterprise (DVBE), Service Disabled Veteran Owned Small Business (SDVOSB), and SIPC member. Academy Securities, Inc. is a unique financial services firm that brings together U.S. military veterans and seasoned industry experts to create a deep pool of talent offering a comprehensive suite of products and services.

Debt Busters Financial Services LLC, Financial Consultant & Insurance Professional Agency, PHP Agency Inc, and Business Partner & Executive Advisor with Semper Fi Financial Services LLC. Debt Busters Financial Services LLC is a Disabled Veteran-owned financial agency with a mission to help ALL families across America ensure their financial stability and well-being are protected through the best financial services and products provided by our agents and carriers. We are on a mission and war to eradicate poverty. Too many people today go through their life (i.e., school, college, and the military) never being exposed to the financial literacy and education they need to succeed. We genuinely believe in providing a world-class experience of concepts and strategies that are practiced by the wealthy. We provide complimentary consultations, education, and financial literacy, so that everyone, from individuals, families, members/employees, and businesses (for-profit and non-profits) are properly empowered and enhanced to prepare for their futures and the futures of their loved ones and businesses. Our average client isn't what you would consider wealthy by today's standards. However, we show them how to position themselves with the right financial vehicles that are suitable for their goals and the needs of their families, so they can build wealth and pass it down for generations to come! Comments on the Military and Business Ownership By way of discipline, professionalism and drive.

At Stars & Stripes Financial Advisors we serve the men and women who have served this great country. Namely, we provide financial advisory services to service members, veterans and their families. To provide insightful advice to service members and veterans it needs to come from a place of understanding. That is why all of our financial advisors are veterans or military spouses. Comments on the Military and Business Ownership Honor, integrity and purpose permeates everything we are and has carried through to my experience as a veteran.

Creative Financial Strategies, Inc. offers innovative solutions and services designed to help individuals, businesses, and charitable organizations to acquire money, cut expenses and protect assets through a diverse portfolio of Creative Financial Strategies.

We believe in personalized strategies tailored to our clients' unique goals, values, and financial situations. With a commitment to exceptional customer service and a fiduciary responsibility, we offer low-cost investments, globally diversified portfolios, tax-efficient strategies, and rules-based rebalancing.

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 and protection, not product. We work to enhance the lives of our clients and improve their plan for retirement.

Northwestern Mutual Representative Bill Tarleton is a Combat decorated, Special Operations Forces Veteran, that has dedicated his full effort, resources and attention, in assisting individuals and business with their financial planning. Working tirelessly to provide you financial freedom and security that you will need; to live a long prosperous life and pursue your dreams. Comments on the Military and Business Ownership Service in SOF has prepared me to work hard for peoples future and focus on others needs by putting others first.

Northwestern Mutual Independent Financial Representative - Brian Gorski is a financial advisor connected to the Northwestern Mutual Network. I help my clients understand the options available to them in terms of financial services and I advise them on options to efficiently and effectively meet their life goals. Comments on the Military and Business Ownership I started out as a Private in the Infantry just to get out of New Jersey. Thirteen years later I have a degree from a good university, experience in leading Marines both in combat and in garrison as both a small unit leader and a company commander, and have served as an advisor to USCENTCOM. Despite being disabled I would not trade my experiences for the world.

123-Investing (Intervest International Equities Corp Financial Advisors) is a consulting firm which specializes in total financial planning for families, business executives, and military and government personnel. Our company is an exclusive group of associates who provide complete and objective investment advice for our clients. We offer mutual funds, separately managed account, life insurance, disability insurance and long term care insurance. We tailor our financial plans to each client. We also offer Faith Focused Investing, investments that only invest with companies that believe in Christian values. Comments on the Military and Business Ownership Helped me understand who to plan my day and use resources to help me succeed.

Targeted Wealth Solutions is a fee-only, fiduciary, Registered Investment Advisor focused on helping the military community and small business owners meet their financial goals. We never charge a commission, and we never sell a product. We are legally obligated to act in our client's best interest.

Alls Global Advisors Inc., is a financial service company that educates the consumer on the financial options available then fully analyzes the needs and devise a strategy to achieve the desired goals. Our firm is "Focused On The Future." Our commitment is to provide you the best financial planning and service that is customized to your needs.

Academy Securities, Inc. is a FINRA-registered Broker-Dealer, California-certified Disabled Veteran Business Enterprise (DVBE), Service Disabled Veteran Owned Small Business (SDVOSB), and SIPC member. Academy Securities, Inc. is a unique financial services firm that brings together U.S. military veterans and seasoned industry experts to create a deep pool of talent offering a comprehensive suite of products and services.

Echelon Private Wealth Management is a full-service boutique firm committed to taking your financial freedom personally. Your financial freedom attainment hinges on having the right plan to accomplish your long-term financial objectives and one that grows with your unique circumstances. We deliver fully integrated and holistic advice to grow and guard your wealth, incorporating customized portfol Comments on the Military and Business Ownership Execution focused. Calculated risk management.

Get Financially Fit! specializes in Financial Planning for young professionals, fitness enthusiasts and military members/veterans/public employees. Fitness for Your Finances. Comments on the Military and Business Ownership Leadership, pressing on when things get tough!