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Florida Veteran Owned Business Directory Top 10 Best Florida Financial Services Veteran Owned Businesses

  • Philip A. Carlin & Associates, Inc.

    Veteran Owned Business
    Maitland, FL 32751

    Philip A. Carlin & Associates, Inc. provides accounting and tax preparation for individuals and small businesses.

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  • Private Wealth Counsel, Inc.

    Veteran Owned Business
    Miami, FL 33145

    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 […]

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  • Precision Tax & Accounting

    Veteran Owned Business
    Longwood, FL 32750

    Precision Tax & Accounting specializes in accounting, financial statement preparation, budgeting & forecasting, review, full-charge bookkeeping, write-up, bank reconciliation, payroll, paycheck processing, quarterly & year-end payroll, monthly payroll, sales tax and filing. Precision Tax & Accounting also services IRS problem solving, delinquent & back year returns, and representation for your business.

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  • Total Business Solutions, Inc.

    Veteran Owned Business
    Deerfield Beach, FL 33441-3621

    Total Business Solutions was first started in 1987. Condominium Accounting and QuickBooks Bookkeeping was provided mainly to Condominiums and small businesses. Today, we do Condominium Accounting and QuickBooks Bookkeeping for condominiums and homeowners associations of all sizes as well small businesses. Comments on the Military and Business Ownership My military experience has enable me to […]

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  • Rossi & Associates

    Veteran Owned Business
    Melbourne, FL 32901

    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, […]

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  • Ramirez Multiservices - Notary & Paralegal

    Veteran Owned Business
    Tampa, FL 33624

    Ramirez Multiservices – Notary & Paralegal provides paralegal services, notary public, translations, immigration, divorces, child support, custody, apostilles, weddings/marriages, income tax return prep, and Small Business Solutions.

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  • Boca Raton Bookkeeping Services Inc

    Veteran Owned Business
    Boca Raton, FL 33431

    Boca Raton Bookkeeping Services Inc provides Bookkeeping/QuickBooks/Accounting/Payroll/Taxes. Write-up books for tax accountant. Clean-up messy books, GAAP Compliant/ 24/7 Service. Small Businesses, nonprofit, personal. Board Reports, Budgets, Business Plans. Form 1120 Form 990, Form 1023 Applications ALL WITH THE PRECISION OF U.S. FIELD ARTILLERY. Comments on the Military and Business Ownership I am an Army Field […]

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  • Veracity Financial Services

    Veteran Owned Business
    Palm Beach Gardens, FL 33410

    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 […]

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  • Success In Friends Tax Services LLC

    Service Disabled Veteran Owned
    Cantonment, FL 32533

    Success In Friends Tax Services LLC is an authorized e-file provider of personal and business taxes. Comments on the Military and Business Ownership While in the military, I ran a warehouse very efficiently which allowed me to run several businesses with great organizational skills, respect for everyone and a passion for achievement.

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  • Creative Capital Team LLC

    Veteran Owned Business
    Tampa, FL 33604

    Creative Capital Team LLC offers highly personalized service and will help your company cut through the red tape in the financial lending arena that is often involved in securing business loans from banks and other lending institutions. Comments on the Military and Business Ownership My service in the military instilled the core values of Integrity, […]

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  • Westchase Financial Planning

    Active Duty Owned
    Tampa, FL 33626

    Westchase Financial Planning is a fee-only financial planning firm headquartered in Tampa, FL. We provide unbiased, comprehensive financial planning services to military personnel & veterans.

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  • Superior Small Business Consultants, LLC

    Service Disabled Veteran Owned
    Maitland, FL 32751

    Superior Small Business Consultants, LLC is a tax service designed to meet your need by helping you take advantage of all the tax deductions, exclusions and exemptions made available by the IRS while minimizing the chance of audit. The company also specialize in tax resolution through the fresh start program for those who owe back […]

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  • 123-Investing

    Service Disabled Veteran Owned
    Apollo Beach, FL 33572

    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 […]

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  • Wilmer Financial Group Incorporated

    Service Disabled Veteran Owned
    Pensacola, FL 32501

    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.

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  • Village Tax Services LLC

    Veteran Owned Business
    Sanford, FL 32771

    Village Tax Services LLC provides tax preparation and payroll services both locally and remotely. We believe in providing honesty and integrity in the tax preparation industry. Our ease of access allows you to receive professional tax preparation without ever leaving the comfort of your home. Comments on the Military and Business Ownership My service in […]

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  • 8Percent4UrCash LLC

    Veteran Owned Business
    Atlantic Beach, FL 32233-0272

    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 […]

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  • World Financial Group

    Service Disabled Veteran Owned
    Jacksonville, FL 32225

    World Financial Group, Your Dreams, Our Strategies® It’s more than just a slogan, it’s a way of doing business at World Financial Group Inc. WFG associates work hand-in-hand with clients to help them find products and strategies that match their goals. Associates share with clients how to use a proper financial education to provide a […]

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  • Integrity Estate Planning

    Veteran Owned Business
    Parrish, FL 34219

    Integrity Estate Planning is known for its friendly service and positive attitude. You can expect the exact same treatment that you would get from your neighborhood insurance agent. Take a moment to read more about our agency and our philosophy of great customer service. We make finding affordable insurance easy. We shop the market for […]

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  • American Access, Inc.

    Veteran Owned Business
    Delray Beach, FL 33445

    American Access are the only financial economics consultants that offers LAFF (Love for American Families Funding). “American Families and Businesses First -for your Life and Money Success”. Comments on the Military and Business Ownership serving in the US Military as a young man was a genuine learning and maturation process. It is a unique experience […]

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  • XXI Financial Independent Financial Advisor - Alex Boody

    Service Disabled Veteran Owned
    Tampa, FL 33609

    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.

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