Top 10 Best Financial Advisors Veteran Owned BusinessesVeteran Owned Business Directory

Waddell & Reed. Have you been laid off, changed jobs, retired, getting ready to retire, or worried about your 401(k) or other investments? Let Waddell & Reed help you make educated financial decisions concerning your retirement accounts. My passion is helping other veterans like you. Give me a call when your ready to roll your 401(k) over. Comments on the Military and Business Ownership My time as an active duty Marine gave me the discipline and sense of accountability that has helped me become not only a better business person but a better individual. Take pride in everything you do whether it's at home or on the job.

Capstone Trust is in the stewardship business. Our firm is a chartered trust company capable of serving as trustee in a variety of trust constructs and Executor (PR) for probate estates. Our ultimate mission is to steward the wealth of our clients, to protects the interests of grantors and beneficiaries and to empower our clients in the wealth transfer process.

New York Life Independent Agent - Teddy Moore provides help for families, business owners, professionals, etc. to achieve the financial security and wealth they desire. Comments on the Military and Business Ownership The military has engraved many great traits in my character but, most importantly it gave me a greater sense of service to people. So ive decided to dedicate my life to serving people and helping them with there financial needs.

Bellingham, WA based - Fee only, comprehensive financial planning, investment advice, financial advisor, and financial services for individuals.

Anliker Financial Management is an independent financial planning and investment management firm located in Glen Allen, VA committed to helping our clients improve their long-term financial success. Our services focus on helping clients grow, manage and conserve their wealth. Integrating financial services and tax expertise gives us a unique insight and comprehensive approach.

Sentinel Advisory Group LLC is a fully diversified investment firm. We offer expertise across a full range of products and services including financial advisory, investment banking, alternative investments and asset management. We strive to provide our clients with the highest quality products and services that can help them build a more successful financial future.

Wasatch Smart Finance is a life insurance and annuity agency. We try to find the RIGHT fit for life insurance for you. We assist in planning your future. Comments on the Military and Business Ownership I guess it taught me to persevere even in the face of failure.

I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through a wealth of experience. Together, we provide innovative solutions and professional direction to help clients accomplish their lifelong goals and objectives. Please let me know how I may help you realize your vision for the future. Comments on the Military and Business Ownership Planning, Operations, Mentoring, Counseling.

We invest in individual stocks of high quality businesses. We define quality by measures of consistent Return on Invested Capital and low amounts of debt. We like to see consistent stock redemption or growing dividends. We believe the easiest way to generate good returns is to own quality businesses and wait.

Victory Investment Strategies is a full service investment company. Comments on the Military and Business Ownership That I can help.

As a financial advisor, I help service members, veterans, and families secure their futures through financial planning and wealth accumulation strategies. I spent 9 years on active duty in the United States Marine Corps, and continue to serve in the Marine Corps Reserves. I understand first-hand the challenges that come with serving. If you think I could be of help to you, please reach ou Comments on the Military and Business Ownership During my time in the military, I balanced reporting to two separate chains of command and leading combined personnel of over 100 service members, while earning two degrees and raising a family. My service has taught me dedication and the importance of hard work. It has also shown me the value of community. I believe these lessons are invaluable as an entrepreneur.

Retirement Planning and Wealth Management Comments on the Military and Business Ownership Confidence. Timidity seems silly in a business context when you have experienced military life.

First Command Financial Services has been servicing military families with financial services for over 60 years. After nine years as a military officer, I am now servicing military families with personal financial plans.

James D. Snow, Financial Advisor is a full service financial planning firm, specializing in working with veterans to create multi generational legacies for their families. Comments on the Military and Business Ownership Being driven and motivated for success. Having a can do attitude which propels me to succeed regardless of the obstacles.

Lone Star Wealth Strategies provides wealth creation, retirement income planning and business exit strategy design. Comments on the Military and Business Ownership The military instilled discipline and dedication along with a profound sense of loyalty and integrity. These serve me well in my day to day dealings with clients. I am also active with a Veteran mentoring program to aid our young vets in their transition. We also are an Iraq and Afghan Veteran Association (IAVA) sponsor.

As your advisor, I believe it is important to invest time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. Originally from Oklahoma, my family moved to the Dallas/Fort Worth area in the summer of 1999. Since I was old enough to feed the cows, I have been working. At the age of 16, I was hired to sweep floors at the local discount store. I joined the Army at age 19 to be a T.O.W. missile gunner. My college years continued a trend of earning by being a breakfast cook for one of the local sororities. After school, I went on to become an executive for a national communications firm and a client of Edward Jones. I tell you this not to brag but rather to display my understanding what it takes to be in a position to save, you first have to earn. As a part of the community, I have served as leader in the local scouting organization, a director on my H.O.A. board and a member of the Chamber of Commerce's corporate leadership council, and I am currently serving on the board for Leadership Arlington. In addition to my service to our clients and community, I have served as the regional field trainer leader to help support new Edward Jones financial advisors. I also want to introduce you to our senior branch office administrator, Tracy Plackemeier. She has over 20 years of experience with Edward Jones

Sapiat Asset Management leads the way as a veteran owned & operated independent registered investment advisor specializing in advising Individuals, Families, & Trusts and the businesses they own, with a niche focus on Gen X (b 1967-1982) & Millennials (b 1983-1998). We work nationwide as independent fiduciaries doing what is best for our customers with no obligation or pressure to utilize specific products or services. Comments on the Military and Business Ownership My time as an infantryman was invaluable in preparing me for the challenges of owning & operating a successful business, quickly responding to rapidly changing economic & market conditions, and effectively leading employees & customers to realize their full potential. Those skills have proved themselves priceless time & time again.

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it's not just about buying products like a pension or an ISA. We specialize in military service members, veterans, small business owners and medial professionals. Comments on the Military and Business Ownership Through my service in the Army I have gained an appreciation for serving others. I want to connect with veterans and service members to make sure they have a solid plan in place during deployments or trainings and they can achieve their financial goals. Through hard work and dedication I plan on providing the same commitment to all clients.

Guiding you through the financial planning process is my professional passion. This process of discovery creates an awareness of the many risks you are personally facing, allows you to hone in on your short and long-term goals, and provides a path to help you overcome the many challenges standing in the way of those goals. I advocate coordination with your other professional advisors. Completing the Masters of Science degree in Personal Financial Planning has deeply broadened my professional knowledge. The nearly three-year-long study program helped me develop a deep understanding of risk management, income tax issues, retirement income, estate planning, long-term care, life, and disability insurance, and portfolio management concepts. All of these concepts play an important part in helping guide you through the financial planning process.

Financial Planning Practice Robert J. Knox and Joseph C. Zappia, III, CRPC®, CFEI, of Venn Financial Solutions, offer Investment Advisory Services through their registration with Venn Wealth & Benefit Services, LLC. A Pennsylvania Registered Investment Advisor. Venn Financial Solutions and Venn Wealth & Benefit Services, LLC are not affiliated entities.

Financial Planning

Our mission is to meet the needs of our clients - we'll work with you to address your individual/business goals and objectives so you can focus on what matters now, while we focus on what matters later. We provide full financial planning services, life/disability insurance, educational and retirement planning, as well as investment account management. Comments on the Military and Business Ownership Living under the West Point motto of "Duty, Honor, Country", I take doing good, honest business to heart. As a Financial Advisor, I am responsible for providing guidance that directly affects my clients' ability to pay bills, provide for themselves/family, achieve goals, etc. Consistently proving myself to be an honest, competent, and hardworking advisor is key to gaining and, more importantly, retaining clients. Work ethic, respect for others, and constant learning are Army values I use today

Anchor Financial Group is a Full Service Group & Individual Health, Life and Retirement Planning Company located in the Central U.S. helping Businesses and Individuals reach their Retirement goals and Insure their future against unforeseen loss. Comments on the Military and Business Ownership Khris is a Veteran of the U.S. Navy. He achieved many accolades and awards for both valor and commitment to duty. This life experience afforded him the building blocks which he used as the foundation for everything he’s done since. Upon exiting active duty Khris entered the insurance industry and quickly became a notable producer with one of America’s top Insurance and retirement planning companies. He moved on to management and as a result trained scores of agents which gave him an edge in always staying current. He is a firm believer in escaping the traditional “pressure sell” tactics that are widely taught in the insurance and retirement planning industries. Believing that people are destroyed financially for their lack of knowledge; Khris is known well in the industry for his insight and informative position on asset protection and wealth building; furthermore for his ability to explain them to a variety of different knowledge sets.

Echo Advisors is a Fee-Only Registered Investment Advisor that offers investment advice and management and comprehensive financial planning. Comments on the Military and Business Ownership The Marine Corps taught me several key things that led to me being a better person and business owner. First, they taught leadership principals and a never quit attitude. This prepared me to better adjust and learn how to interact with people on every level. I also learned courage and the need to face your fears, which in business, there are lots of moments of fear that you have to push past in order to be successful.

New Markets and New Economies call for New Strategies and New Solutions. Managed Wealth Financial takes those new ideas to American’s from all walks of life. Families and individuals need a solution to help them reach their financial goals.

Skylight Financial Group provides securities, investment advisory and financial planning services. Comments on the Military and Business Ownership Learning that I can overcome any obstacle in front of me.

My practice specializes in serving local businesses and veteran professionals in solving all of life's financial questions. Need answers on how to best utilize your TSP, planning and structuring for your own business, when or how you can retire? Let me and my team help answer these questions for you so that you can experience the financial freedom you deserve. Comments on the Military and Business Ownership My time in service has bolstered my ability to do what's right by others. It has solidified a desire to genuinely listen to people's story and build strong relationships that help them achieve their goals in life.

Northwestern Mutual Independent Financial Representative - Johnathan Williams works with clients to reach financial security. We work together to uncover your goals and make a plan appropriate to your situation. This process allows me to create a unique relationship with each client that will last. Comments on the Military and Business Ownership As an Infantry team leader I learned a lot about making quick decisions that have a huge impact. The kind of tactical and strategic planning that I did as an Infantryman is similar to the planning that I am now able to do with my clients. The military has prepared me for the toughest of situations and handling difficult financial situations is no different.

Wealth Management Group, LLC provides clear solutions for Veteran Business Owners and successful people by providing customized Financial Planning advice and exceptional service. Comments on the Military and Business Ownership In my eleven years of service I have honed skills on being process orientated all the while keeping a steady pace in accomplishing the objectives set. Discipline and motivation has helped me accomplish whatever it is that I set forth to do.

Helping You Create a Financial Plan That Grows With You.Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business. Comments on the Military and Business Ownership To always do what's right and to always get the job done!

Schiller Ahern provides a wide variety of tax, financial management, and accounting services tailored to meet any circumstance. Our services are designed to make your personal finances and business run more efficiently and effectively, which allows you time to focus on building your assets and your company. Regardless of industry or size, we can help you from conception to implementation to maintaining your financial day-to-day activities. With Schiller Ahern, meeting your needs is paramount. Comments on the Military and Business Ownership Being an Executive Officer in an Combat Engineering Construction Company, I learned that duty to mission is the most important thing. The mission of Schiller Ahern is to put our clients in a better position than before our relationship began. We are committed to doing everything we can to make the client proud of our efforts and results. To us, the client is first.

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.

Precise Financial Planning, LLC represents the next generation of financial advice. Precise Financial Planning, LLC provides integrated tax and financial advisory services. Our difference is that we follow a fee-only, personal relationship model. We work closely with you to determine the best plan for you. Our mission is to help you reach your goals.

Next Mission Financial Planning is a Veteran-owned, fee-only financial planning firm. We provide military, former military, and retirees with values-based planning to enable your best life and achieve your Next Mission. Visit our website to schedule a complimentary call or sign up for our newsletter. Comments on the Military and Business Ownership The military gave me the confidence to strike out on my own. My pension gave me the backstop to actually do it.

Tactical Capital Management is a Registered Investment Advisory firm regulated by the State of Missouri. The firm specializes in fee based only management of investment assets of individuals, small business owners, 401(k) plans and trusts. Tactical Capital Management utilizes post-modern portfolio theory combining fundamental, strategic & technical analysis in managing assets in dynamic markets. Comments on the Military and Business Ownership As a Viet Nam veteran I have gained respect for the commitment all military service members have given to our country and believe that service should be translated into real benefits to both citizens wanting to do business with products and services made and provided in the Untied States, as well as, those veteran owned businesses providing goods and services.

We are a full service financial advisory firm consisting of independent financial advisors. We service clients in multiple states with one of our offices located in Bloomington, MN. We help clients prepare and plan for the future. Retirement planning, insurance planning, estate planning, etc. I am looking to help more fellow veterans with their financial future and success.

Ivory Hill is a fee-only fiduciary financial advisory firm specializing in holistic retirement plans and private wealth management to forward-thinking organizations and individuals. We offer the experience and sophistication of a large, institutional firm, with a level of attention and client service only an independent, locally owned firm can provide. We help employers by helping them navigate the complex regulatory and oversight requirements. We also help employees best utilize their retirement programs by providing interactive and targeted education and advisory services. We provide full fiduciary advisory services to company and organization retirement plans, including 401(k), 403(b), defined benefit, and non-qualified deferred compensation plans.

M&S Investment Services: Financial advisors. Investment services.

Susurro Vera LLC Provides local, regional, national and trans-national threat, intelligence, financial, scientific and all-source and training support to government and business, domestic, international. Susurro Vera LLC Comments on the Military and Business Ownership It has taught me discipline, opened opportunities and enabled me to enhance my communication skills.

At Command Wealth Management, we strive to develop meaningful relationships to ensure long-term client satisfaction. We focus on helping you achieve your financial goals through thoughtful, meticulous planning. While we serve all individuals seeking financial advice, we cater specially to military members—active or reserve—veterans and federal employees in the accumulation and distribu Comments on the Military and Business Ownership The discipline for time management and work ethic instilled in me from my military experience.

Dan Dubeau - Financial Advisor provides Wealth Management services. My practice assists the veteran business owner or executives with growing and preserving their wealth for the future; I help people achieve the lifestyle they seek. Whether the goals are for the family (retirement, college education, single purchase, travel, or legacy) or the company (team retirement planning, deferred compensation, business continuity), I can help. Comments on the Military and Business Ownership Leadership, discipline, judgement. These attributes were fostered as an officer and continue to serve as guiding principles in my civilian, professional life.

As a CERTIFIED FINANCIAL PLANNER™ I specialize in creating personal financial strategies for business owners- strategies that center around the successful transfer of their most valuable asset. I work closely with CPA's, Merger and Acquisition Attorneys, and Estate Planning attorneys to develop strategies that maximize both a company's sell-ability and its owners potential financial reward, including tax planning, insurance planning, estate planning, and a plan for establishing a steady, growing cash flow. Comments on the Military and Business Ownership My military service has opened my eye to the lack of Financial literacy in this country. As a platoon leader, i witnessed my my men make countless financial mistakes that took them years to dig out from. I believe financial literacy is lacking every where in this country, in the military, in education, and within families. I hope to be a resource for people when they make a decision that involves their financial future.

Northeast Endeavors Objectives: Improve structures in communities while profiting from higher rental income. We believe in the "everybody wins" type of business relationship. Being a new company, we are constantly seeking private and commercial lending. Northeast Endeavors helps returning veterans with affordable housing, rent-to-own investment properties, and free guidance with the homebuying process. Three owners, infantry combat veterans, have backgrounds in large construction projects, finance, and marketing. Comments on the Military and Business Ownership Northeast Endeavors started literally as a conversation by three soldiers in a hole in the ground. One with over 15 years of previous construction experience, both as a licensed supervisor and project manager for many multi-million dollar structures. However, many contractors are limited due to their lack of "number crunching" abilities, and that is where our second soldier fits in. Working for a large multi-national bank since he was 18 years of age, moving through to upper-level management.

Our services cover many areas of insurance and financial needs, from investment and retirement strategies to risk management and estate conservation. We focus in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and helps enable them to meet both short- and long-term objectives including clear understanding of their financial goals.

Axcel Capital Management, LLC is a registered investment advisory firm that provides comprehensive investment management and financial planning services for individual investors, families, non-profits, foundations, and employer-sponsored retirement plans. Comments on the Military and Business Ownership My military service has given me a tremendous amount of experience in leadership, management, and relating to people of all walks of life. I greatly value my time in the military and feel that it has been a great asset in growing my business.

Frederick Financial Group offers independent Fiduciary and comprehensive financial investment, income and tax planning services. Comments on the Military and Business Ownership 20 years of service taught me the importance of prior planning. I took that mindset, the skills I learned over my career and my passion for data analysis and decided that proper and complete financial planning is something everyone can benefit from.

At our branch we want you to know you're not alone on your financial journey. Our goal is to help you make sense of investing, and ease the burden on meeting your financial goals so you can focus on what's most important to you. As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. The most rewarding part of being a financial advisor is helping clients achieve financial independence and reduce the amount of stress that personal finances may cause. We're here to help through all life stages whether you're just getting started, planning to retire, or living in retirement. I am a retired Army officer who spent 20 years mentoring soldiers through all stages of life, and my focus is to do the same for my clients. I work closely with veterans and their families through the VFW, American Legion, and other veteran focused organizations. Originally from Morgan City, my wife, Lindy, and I live in Baton Rouge with our three sons; Beau, Ben, and George. Give us a call, and let's talk about what's on your mind! Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.

Having served our country for 23yrs as a Veteran, I am continuing to serve on a different front as a Financial Advisor in the KC area. I partner with You to paint a current financial picture, discuss what's most important to You, and plan for what's most important for Your future goals and dreams. Comments on the Military and Business Ownership My Military career has prepared me to be in business through extensive Leadership training, mentoring, adapting to changing environments/policies/instructions, perseverance, dedicated to the mission/vision, and most importantly the willingness to humbly serve others.

If I could help you organize, build, protect, transfer wealth, & bring peace of mind, would you be interested? Comments on the Military and Business Ownership The leadership training I received and serving as a First Sergeant and in the Inspector General's Office help me hone my skills and prepared me for the opportunity to service others as a Financial Advisor.

Edward Jones - Brian Bordenkircher: When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today to see how personal service can make a difference.

New Cumnock Consulting, Inc. is a boutique Private wealth management company. Our goal is provide the highest service to our clients and we are available whenever the client may need us. Unlike financial service companies who specialize in only one area, we take a holistic approach to wealth accumulation by looking at all aspects of a person's finances. Comments on the Military and Business Ownership The Marine Corp taught me that the highest measure of a person and in this case a business is there devotion to integrity and commitment to others. I have carried this into my business mentality in that I want to provide my clients with the highest degree of service possible. Also, the Marines thought me that it is about others as much saw it is about yourself. I plan to carry this into my business career.

Dalton & Associates, Inc. Attorney's Offices: I am a Country Lawyer with a short temper and a bad attitude. I handle any case except divorce, bankruptcy or real estate closings.

Edward Jones Investments - Dave Young. Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service. Comments on the Military and Business Ownership Serving in the military has instilled not just discipline, but pride in what I do. I have been honored to serve with great men and women in many branches of our military, as well as other nations military. I now look forward to giving back to those who gave so much.

Northwestern Mutual Independent Financial Representative - Phil Wolff: I am a Financial Representative with Northwestern Mutual. Northwestern is a Fortune 500 company and 1 of only 2 companies nationwide that have earned a triple A rating. I take a wholistic approach to address issues and concerns relating to your business and personal financial needs. Comments on the Military and Business Ownership My military service changed my life. It gave me the drive to succeed, the discipline to maintain that drive, and the will and desire to serve others. The military was something bigger than myself and now I've found a profession that gives me an equal sense of pride.

NovaPoint Capital is an investment management and advisory firm. We manage portfolios for individuals, businesses, pensions, and nonprofit organizations. Comments on the Military and Business Ownership Success in business, as in the military, requires experience, discipline and integrity. Most of all it requires the character to accept responsibility your clients have entrusted to you.

Bespoke Wealth Management helps Small business owners/entrepreneurs, Corporate executives and High-net-worth individuals who need thoughtful consideration and careful planning regarding their financial future by offering meaningful financial guidance and personalized financial strategies and solutions and financial planning services, including design, implementation and management In order to Fulfill your unique vision. Comments on the Military and Business Ownership Tyler has a diversified background stemming from his time in the military where he attended Army's most prestigious schools. While his passion now is helping clients achieve their financial goals and providing unparalleled service, he still exemplifies the Ranger creed and strives for excellence.

Thompson Wealth Management provides advanced financial planning, by working with attorneys and CPAs, to help business owners and other affluent individuals accomplish the four main objectives they want to accomplish: Mitigate Taxes, Wealth Protection, Wealth Transfer, and Charitable Giving. Comments on the Military and Business Ownership As a military officer, I've been trained to assess situations, analyze information, come up with a plan to address the situation, and execute. Those skills are very similar to the ones that I use as a financial advisor; discovery, recommendation, and implementation is my 3 step process to helping people with their retirement. I've had the honor to serve with men and women from all walks of life, both in the U.S. as well as around the world and with other coalition partners while deployed.

Bull Financial, LLC Coordinates Funding Solutions to Meet a Business’s Needs. Many start up or small to middle-sized businesses cannot find funding from traditional sources when they need it the most. We take the mystery and stress out of finding funding. Comments on the Military and Business Ownership It has given me the personal skills to stay the course and succeed.

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

Edward Jones Investments - Howard McLymont is a Military Veteran dedicated to providing Quality investment insight and helping his clients find/address financial blind spots. Comments on the Military and Business Ownership dedication

LPL Financial - Melbourne Florida. I've been providing financial advice since 1993 and I am a CERTIFIED FINANCIAL PLANNER™ - Practitioner. I am a former U.S. Army Officer (Regular Army and Reserves). My military background provides me with a unique perspective when working with Military and U.S. Government employees and their benefits. I hold a BS degree in Business Administration from Florida Tech. I've been providing financial advice since 1993 and I am a CERTIFIED FINANCIAL PLANNER - Practitioner. I am a former U.S. Army Officer (Regular Army and Reserves). My military background provides me with a unique perspective when working with Military and U.S. Government employees and their benefits. I hold a BS degree in Business Administration from Florida Tech. Personal & Community Involvement - I grew up in Brevard County and have two wonderful children. I have experience with numerous organizations to include the following: •Devereux Florida, Past Chairman, Brevard Development Leadership Council •Former elected Supervisor, Viera East Community Development District •Founding Member, Board of Directors, Viera East Community Association (VECA) •Past President, Board of Directors, Big Brothers Big Sisters of Brevard Inc. •Past member Central Brevard YMCA Board of Members •Former U.S. Army Reserve Officer Areas of Specialty - •Asset Allocation, Management, and Protection (investment planning) •Charitable and Planned Giving •Comprehensive fin

Macro Money Concepts is e a personal financial advisory and consulting group. We specialize in teaching people how money really works through a very unique financial process. He work with Life Insurance and High quality annuities for protection savings and growth. Comments on the Military and Business Ownership My active duty Navy service was valuable. It help me set goals and stay focused to grow my business.

Private Wealth Counsel is a Miami financial advisory firm focused on providing innovative wealth management solutions to clients with complex needs. We provide customized and creative solutions to address your family’s most important financial challenges. We believe that investors deserve more. Our solution is “Intelligent Wealth Planning.” Comments on the Military and Business Ownership I use my skills and training learned while in the Marines every day of my life.

Founded in 1994 and with over 65 years of combined investment management experience, Rossi and Associates is a full service wealth & investments management firm offering custom portfolios with each clients needs and risk tolerances considered. Securities are offered through First Allied Securities, Inc, member FINRA/SiPC while Advisory Services are offered through Rossi & Associates, a Registered Investment Advisor. Client service is of utmost importance at Rossi and Associates. This is why we created The Advantage Program (R) over 20 years ago. We do not charge an added RIA management fee. Comments on the Military and Business Ownership 4 years in the USAF in SAC taught me the value of discipline, the value of teamwork and the necessity of good leadership.

Veracity Financial Services d.b.a 'Veracity Advisers' is a High Impact Business and Tax Advisory Services, CPA Consultants, Fiduciary-Based Wealth Management firm providing "Prudent High Impact Planning" for business owners and individuals in concert with their CPAs and accounting teams. Business coaching and consulting is built from the foundational perspective that, building value in one's business is never untimely! Whether preparing for a 'down' business cycle, or for the owner's ultimate exit, understanding and building the intrinsic drivers of value for one's business should be an ongoing practice. Utilizing our Value Builder System we are able to identify, explore and improve the key value drivers in any business to enhance its market position and ultimate strength. Tax/CPA consulting....we are not CPAs though we work via the CPA Team-Based Model to support CPAs in delivering proactive, comprehensive, and high-impact planning strategies for their business and individual clients. Our partnerships with CPAs support their vision to evolve into the "Most Trusted Advisor" for their clients. Fiduciary Based Wealth Management - We are fiduciaries and serve our clients....we do not serve a firm or industry that directs our recommendations and efforts based upon a compensation plan. As such, we have every strategy and product available to us when conceiving, presenting, and implementing strategies for our clients. Our clients deserve our representation of them to the financial, risk management, and tax-planning industries, rather than having us represent those industries to them (as a vast majority of our competitors do). Optimum planning begets optimum strategies and optimum outcomes.

We are a Registered Investment Adviser offering customized guidance based on your entire financial position. Whether your plans are retirement planning, education, estate planning or asset management, it is fundamentally important that we customize your financial goals responsibly, attentively, and personally. Our goal and fiduciary responsibility is finding solutions aligned with your comp Comments on the Military and Business Ownership The best way to describe is when times of adversity look at issues with a calm and open mind and develop a solution.

Visionary Private Wealth Management is a fee-only Registered Investment Advisor. Our specialties are Financial Planning & Asset Management. Our mission is to help you create a wealth management strategy that effectively addresses your unique goals. With over 30 years of experience in the industry, we are confident that we are the best firm available for managing and preserving your hard earned wealth.

Insurance and Financial Services Broker operating in all 50 states. Specializing in all types of affordable insurance with simplified applications and no medical exam required. Lifetime Income plans structured and personalized for your needs. Free consultation Comments on the Military and Business Ownership Discipline and courage.

Northwestern Mutual Independent Financial Representative - Robert J. Ross: Rob works with professionals, families, and business owners to form clear goals for the short, medium, and long terms, establish the connection between those goals and their finances, and tailor-make comprehensive financial plans, utilizing premier investment and insurance platforms, to take relevant, decisive, and consistent action to achieve their goals.

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 financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of services.

Schutte Financial provides trusted solutions for personal finances and wealth management, including custom planning, investments, and insurance. Start with sharing your story and reviewing our service in a free consultation at SchutteFinancial.com Comments on the Military and Business Ownership Military service has emphasized leadership qualities from integrity to initiative while highlighting how mutual respect can produce the best relationships and results.

Brian Littlejohn, MBA, CFP®, CFA is a fiduciary financial advisor serving clients in Colorado's Roaring Fork Valley and beyond. His firm, Sherwood Wealth Management, provides investment management, retirement planning, and comprehensive financial planning to help clients organize, protect, and grow their assets.

Financial Services, Registered Financial Advisor. Comments on the Military and Business Ownership There isn't enough space this box to answer that question.

All Merchant Services Group are your Veteran Owned Business Credit Card Professionals. All Merchant Services Group provide custom credit card and merchant service systems to fit your company's specific needs. AMSG provides you with the exact credit card system for your needs while allowing your clients the benefit of paying you the way they want. Get the right system and pay the absolute lowest prices available today! Comments on the Military and Business Ownership My military service has provided me with the training and drive to be a great community member and business entrepreneur with the purpose of genuinely helping other and providing them with the best and most cost effective business systems available.

Dreyer Wentworth Wealth Management helps individuals and businesses with investment planning, retirement planning, estate planning services, insurance services and wealth management. We specialize in tax-free investments and sudden wealth services for high-worth individuals.

FiComm is a specialist communications firm that works with independent investment managers, financial advisors and those that want to reach them, to establish strong media profiles that highlight credibility. We put our clients in front of the media via message-based, thoughtful PR strategies and operate as partners in helping them achieve their business and growth goals. Comments on the Military and Business Ownership My Naval service taught me how to lead and gave me the confidence with which to do so. The US Navy was the springboard for my career in financial communications and ultimately led to the start up of my business. Having a strong belief system and working as a team were also imparted and have helped us to succeed in this early stage of the business. We operate according to the Navy values of Honor, Courage and Commitment, every day.

Financial Depot is a Register Investment Advisor. Our goal is to provide dividend growth for our clients so they will have disposable cash flow to spend or build wealth by re-investing. Dividend Growth adds value over time as companies increase cash payouts to the share holders.

Krantcents is the Personal Finance Blog of Larry Krant.

NeuWorld Financial provides Money Management for high networth individuals, corporations, foundations and institutions. NeuWorld Financial uses the latest in intelligent computer technology to manage client accounts. Comments on the Military and Business Ownership As a Navy Research Psychologist I worked on intelligent military systems.

Vint W Stevenson Advisory Services & Investments LLC is committed to maintaining the highest standards of integrity and professionalism while embracing the need for balance in our lives. Having worked many 80 hour weeks in my 13 year career as a financial professional and manager I recognize the price that is paid when a person neglects the other areas of their life.

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan.

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, Edward Jones Investments - Andrew J Peneton can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today. Comments on the Military and Business Ownership The hard work it truly takes is nothing compared to the work done in the military.

Northwestern Mutual helps businesses and families in different areas of offensive and defensive financial planning.

Our focus is on protecting and growing your money. With careful planning, we can assist you get to (and through) retirement. Our specialty is income planning and safety of principal. We have a team of professionals to guide you in taxes and estate planning (wills, trusts, etc.) that we work with as well. Putting your best interests first, we will be honored to assist you in any way we can. Comments on the Military and Business Ownership Military service, both military high school and active duty gave me a sense of self worth and discipline that lead to my passion towards working hard and helping others. My attention to detail and level of integrity stemmed from training and life experiences most people don't get exposed to.

Southwest Wealth Advisory Group is Arizona's premier financial planning, investment advisor, retirement planning, and wealth management firm for veterans and federal employees throughout the Southwest. Free and no obligation consultations are offered to address investments and retirement income planning. Comments on the Military and Business Ownership It has allowed me to master many task, and to accomplish multiple goals concurrently.

AzKELLY Insurance Agency is a full service insurance and financial services office providing retirement - business insurance - auto - home - life - insurance and annuities - surety bonds and other services. Comments on the Military and Business Ownership .US Air Force turned this boy into a man. To ground testing F15, and F16's I was given World class Technical Training and Tuition assistance for college. Your conditions say this is a site for Military Hero's, Unfortunately I wouldn’t call myself a Hero for doing my duty. I got more out of the USAF than they gave me, and Proud of my Service. I'm Thankful for the Team working Skills. I suggest every Able bodied Teen Consider Military service.

Financial services for individuals, families and business owners. Providing solutions for retirement, investments, college savings, IRA, Roth, 401K and life insurance through NY Life. Comments on the Military and Business Ownership Serving in the Marine Corps has taught me about self-discipline and the need to push myself personally and professionally.

Financial Advisor Comments on the Military and Business Ownership I learned a lot in the military, especially how to plan, stay organized and approach projects with discipline.