Top 10 Best Investment Services Veteran Owned BusinessesVeteran Owned Business Directory
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Results Wealth Management, LLC
Service Disabled Veteran OwnedCedar Park, TX 78613-6997Results 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.
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Edward Jones Investments - Cameron Hayes
Service Disabled Veteran OwnedKingwood, TX 77339As 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.
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Hill and McCoy Financial
Service Disabled Veteran OwnedJustin, TX 76247Hill 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.
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Academy Securities, Inc. - New York Office
Service Disabled Veteran OwnedNew York, NY 10017Academy 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.
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Vandham Securities Corp
Service Disabled Veteran OwnedWoodcliff Lake, NJ 7677Vandham Securities Corp: Broker/Dealer, Market Maker 3000 securities which include NASDAQ securities/OTC Securities, foreign securities, options/fixed income which include preferred securities and bonds. Institutional clients/banks/pension accounts/mutual funds/investment advisors. Main office in New Jersey with a branch office in Boston MA. Comments on the Military and Business Ownership Being in the Army has taught me Discipline and decisiveness in all activities.
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New York Life Licensed Agent - Brian Laudahl
Service Disabled Veteran OwnedEdina, MN 55435As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My office is located in the Centennial Lakes office complex at: 3600 Minnesota Dr Suite 100 Edina, MN 55435. My Minnesota License number is 40424708 Come out and see me! Comments on the Military and Business Ownership I believe the work ethic, drive and integrity that is ingrained into you while in the military helps many veterans become an unstoppable force in any business venture.
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uVest Advisory Group
Service Disabled Veteran OwnedNewburgh, IN 47630uVest 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.
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Academy Securities, Inc. - Chicago Office
Service Disabled Veteran OwnedChicago, IL 60607Academy 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.
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Bull Oak Capital
Service Disabled Veteran OwnedSan Diego, CA 92121Bull Oak Capital is a San Diego Financial Advisor. As a Registered Investment Advisor (RIA) firm, we are required by law to act as a fiduciary towards our clients. This means that we always put our clients interests before our own. As a fee-only financial advisor, we are only paid directly by you, the client.
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Academy Securities, Inc. - San Diego Office
Service Disabled Veteran OwnedSan Diego, CA 92130Academy 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.