Relevant to recent searches

Set-Asides

Locations

Top 10 Best Stock Brokerage Services Veteran Owned BusinessesVeteran Owned Business Directory

Set-Asides: All Locations: All
  • Sentinel Advisory Group LLC

    Veteran Owned Business
    Richmond, VA 23219

    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.

  • Edward Jones Investments - Cameron Hayes

    Service Disabled Veteran Owned
    Kingwood, TX 77339

    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.

  • Edward Jones - Jack Webb CRPC®, Financial Advisor

    Veteran Owned Business
    Arlington, TX 76011-5534

    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

  • Legacy Financial Consulting Services, LLC

    Service Disabled Veteran Owned
    Erie, PA 16501

    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.

  • Ivory Hill

    Veteran Owned Business
    Bloomington, MN 55437

    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.

  • Aeromir Corporation

    Veteran Owned Business
    Colorado Springs, CO 80920

    Online trading and investing community and services for ETFs, options, futures, futures options and forex traders. We have a large community of real traders and investors from all experience levels that help each other to become better at the craft. We have tools, forums and trade alert services to follow an experienced trader with their live trades and portfolios. Most popular trader service: Boxcar Trade Alerts - https://aeromir.com/boxcar and SPX 0DTE Trade Alerts - https://aeromir.com/spx0dte Most popular investor service: Sleep Well Portfolio - https://aeromir.com/sleepwell Comments on the Military and Business Ownership I was a Major in the Air Force and a pilot. I had several jobs as an instructor pilot in the T-38, KC-135R and T-37. My teaching in the military helped prepare me for teaching other things such as options, futures and forex trading. Having lived in many locations, including Europe, helped broaden my perspective and to appreciate other customs and cultures.