Top 10 Best Investment Services Veteran Owned BusinessesVeteran Owned Business Directory

My business is Financial Services. I am licensed in Life Insurance but my focus is retirement funds. I provide access to some of the best money management companies in the country for individual and business retirement plans. I help business owners start 401(k) and Payroll Deduction Plans that satisfy the requirement for New York State Secure Choice and NYC Retirement Security for All programs. Comments on the Military and Business Ownership Discipline and patience. 20+ years of "hurry up and wait" has prepared me for the waiting game that is building a business and to not give up when things aren't going your way.

Sterling Real Estate Group specializes in listing and selling real estate. Residential, vacant land, multi-family, investments and commercial real estate. Sterling Real Estate Group also provides Built Green energy efficient homes. We have 20 experienced real estate agents to help people find the right home or help them sell and get moved. Comments on the Military and Business Ownership I know how to get out of bed every morning and go to work.

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.

Anchor Investment Group, LLC deals with every aspect of real estate. I could help you get pre-qualified for your VA loan, help you relocate to Houston and surrounding areas, Help with the entire process of buying or selling your house, help you find any rental property, or if you are looking to invest in this hot Houston Real Estate business I can help. I am a licensed agent but also invest.... buying and flipping properties. Comments on the Military and Business Ownership Being in the Navy helped me be a great business owner because it fought me how to be a leader by working my self up the ranks. Buy working hard and staying focused at the tasks in hand and not losing site on the things that truly matter, coming home to your family safely. I am very punctual and very detail oriented and organized. I definitely learned to respect everyone, big or small.

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 that addresses these needs and goals. Comments on the Military and Business Ownership Discipline.

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.

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.

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.

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

Since 1991, we have been providing Insurance and Financial Services for Tennesseans. We customize programs to meet each individual person and/or business needs. Comments on the Military and Business Ownership All 14 leadership traits have aided in the successful journey of our 26 year Insurance and Investment Agency! We continue to protect and serve the Americans of this Great Country using insurance and investments products now instead of our weapons. We are the Agency people want to have around when things go wrong.

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.

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

Outlook Financial Center provides planning, products and services for: * Retirement income * Investments * Taxes * Insurance including Medicare * College funding * Cash flow and spending plan strategies * Qualifying for VA Aid and Attendance benefits

Charlie Snyder Agency is a full service insurance agency including auto, home, classic car, motorcycle, boat, renter, landlord, ATV, life, disability, accident, cancer, health, workplace benefits, retirement and 401k rollover services. Comments on the Military and Business Ownership The four years I spent on active duty helped shape my work ethic. I joined the Army at eighteen years of age and when I left at twenty two I was ready to pursue an academic career in which I completed an MBA. I now own an Allstate Insurance agency and I can attribute my success to the leadership skills I gained from my experience in the Army.

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.

Finance For Thought is a financial organization in New York, NY. We understand that individuals face unique challenges as they prepare for retirement. Finance For Thought can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Anderson-VanHorne Independent Financial Advisor - William O'Donnell is an independent Financial Advisor looking to help clients successfully realize their financial goals. William helps clients in all phases of life from those just starting to save and invest to those enjoying retirement. Our first meeting is typically 45-60 minutes. There is never anything for you to sign and it’s simply an opportunity for us to get to know each other better. We see if there is a comfort level on your part and if there is value I can offer. I will do my best to meet with you at your home, place of business, or other geographically convenient location. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered though Securities America Advisors, Inc., a Registered Investment Advisor. Anderson Van-Horne Associates, Inc. and the Securities America companies are separate entities. Registered in CA, CT, FL, MA, NC, NY, PA, SC,and VA. Member FINRA. Comments on the Military and Business Ownership I am a highly dedicated retired military officer with 20 years of service, and hope to bring my experiences of working with people from all over the world to the table. I served two tours in Iraq and one in Afghanistan, and retired in December 2014 to settle down with my family.

On Point Strategic Planning is Veteran owned business dedicated to providing you with complete financial solutions, specifically focused on building long-term relationships with individuals, employees, and business owners to achieve financial security.We believe intentional decision making, backed by knowledge, builds a solid foundation where you can grow, thrive and live with confidence. Our goal is to provide families and business owners with assistance in building their financial freedom. We have spent the last 14 years passionately helping business owners, families and families who have dependents with developmental or physical disabilities secure greater futures for themselves and the individuals they love. Our dedication comes from personal experiences which allows us to fully comprehend the complexities families face. WHAT WE DO: Financial Planning | Special Needs Planning | Estate Planning | Retirement & Income Planning | Pension Planning | Portfolio Management | College & Education Planning (529) | Social Security Optimization | Long Term Care Insurance | Life Insurance | Disability Insurance | Health Insurance | Asset Management Domiciled in NJ. Registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 186 Wood Ave S, Suite 301, Iselin NJ 08830. (732) 623-5700. CRN202206-265706

Vandham 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.

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.

As 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.

Having served in the US Army for 8 years, I am acutely aware of specific financial challenges (and benefits) that exist for service members and their families. As veterans, it is often difficult to make sense of everything that is at our family's disposal. I can help you with everything from understanding how your VA disability can impact your taxes to ensuring you have enough savings to retire. Comments on the Military and Business Ownership The military solidified tenets taught to me by my family; hard work and making the best of every situation. Effective communication and quick decision making in the midst of a difficult situations are key to developing a business, or leading soldiers into battle.

Paladin Wealth Partners is an independent, veteran-owned practice that provides wealth management services to families, executives and business owners, helping them make sound decisions regarding their finances and investments with a primary focus on protection and growth of their assets. Our six-person wealth management team has worked together for over 20 years acting as our client’s primary source of financial advice delivering superior service, putting clients at ease and simplifying their investment strategy. Paladin Wealth Partners is owned by two veterans: Patrick Donnelly, CFP© (Army) and Michael S. Martin, CRPC© (USMC) Comments on the Military and Business Ownership Through our service in the US Army and USMC, we have spent the better part of our lives defending this great nation and helping its citizens preserve their right to pursue life, liberty and happiness. It is quite natural for us to continue defending those same families - helping them build, manage and protect their wealth while pursuing and achieving their noblest dreams, hopes and wishes.

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.

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.

Founded in 1996, The Kidder Company is a full-service, independent, retirement and financial consulting firm. We are recognized for our expertise and creativity. And we are focused on providing responsive, high-touch guidance to our clients. Our objective is always to deliver personalized products and solutions that satisfy the unique needs of owners, companies and their key employees.

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.

Wealth By Design is a fee-based financial planning and 401(k) consulting firm that prides itself on unparalleled service and performance. We are committed to providing unbiased advice and prudent strategies for investing. Our services are always tailored to your unique needs. We provide estate planning, risk management, cash flow analysis, investment management, retirement planning, and tax planning and management. Our fee-based approach allows us to serve you without compromise and work in a fiduciary capacity. Our reward is satisfied clients! Comments on the Military and Business Ownership Helped me to understand organizational operations and how to lead people. I am forever grateful that I was able to serve my country and gain determination, steadfast loyalty and a sense of the greater purpose in my life from that time.

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.

Target Realty Corp is a full service Real Estate & Property Management Brokerage. Additional Services: We Buy Houses: If we buy your property we don't charge a commission Mortgages: VA, FHA, USDA, Conventional, Loans NMLS: 1851178 Will Moya, Loan Originator Comments on the Military and Business Ownership The leadership training as well as the leadership skills and loyalty I learned from my years of service help me better serve out service members in time of need. that combined with my vast background in the real estate field help me provide a unique position to provide the best value based on their current situation when they are getting deployed and need assistance from an active investor and licensed real estate agent with over 15 years of experience.

Primerica - Independent Representative - Gino Ortiz is a Main Street company for Main Street North America. Our mission is to help families become properly protected, debt free and financially independent.

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

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.

8Percent4UrCash LLC: Grow It, Give It. Fundraising for non-profits. 8 percent annual interest on 3-year promissory notes, asking that you give 1 percent or more of the 8 percent annual interest to non-profits, charities, and 501(c)3's you have a passion for. Paying it forward for missionaries and non-government organizations (NGOs) who have in over 80 countries saved us and our military teams on many missions. Grace! Comments on the Military and Business Ownership Discipline, planning, resourcing, rehearsing, and executing missions is highly correlated to business planning.

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 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.

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.

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.