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

  • 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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  • Primerica - Independent Representative - Gino Ortiz

    Veteran Owned Business
    Brooksville, FL 34613

    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.

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  • Blanken Management

    Veteran Owned Business
    Destin, FL 32439

    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 […]

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  • EM Financial Group

    Veteran Owned Business
    Boynton Beach, FL 33436

    Independent Insurance Agency, working with families nationwide. With over 15+ Carriers providing our community with Life Insurance, Mortgage Protection Insurance, Final Expense, and Retirement Planning/Protection… Protecting People, Families, Futures…

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  • Best Financial Accounting & Tax Service

    Veteran Owned Business
    South Daytona, FL 32119

    Best Financial Accounting & Tax Service specializes in small business bookkeeping, tax prep, payroll prep.

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  • Bull Financial, LLC

    Veteran Owned Business
    Crestview, FL 32536-5583

    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 […]

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  • Home Capital Corporation

    Veteran Owned Business
    Zephyrhills, FL 33542

    Billy has been helping Floridians purchase & refinance homes since 1995 when he graduated from Florida State University with a Bachelors in Finance. Bill has worked with many lenders in origination and fulfillment roles. He originally founded Home Capital Corporation in 1998 acting as a wholesale correspondent lender from 1998 to 2009. Home Capital Corporation […]

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  • CorpControl LLC

    Veteran Owned Business
    Ormond Beach, FL 32174

    CorpControl LLC: We strive in providing accurate, timely, and efficient bookkeeping services for small businesses so that you can focus on what really matters… growing the business. We are a local bookkeeping and accounting services oriented company in Ormond Beach, FL. Comments on the Military and Business Ownership The discipline that I received while in […]

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  • Edward Jones Investments - Dave Warden III

    Veteran Owned Business
    Tampa, FL 33606

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

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  • Carol McBride Bookkeeping & Tax Preparation

    Service Disabled Veteran Owned
    Land O Lakes, FL 34638

    Carol McBride Bookkeeping & Tax Preparation provides full service bookkeeping for small businesses, including payroll. Personal and business tax preparation, including federal and state taxes, sales tax, income tax, S or C Corporations, LLC and Sole Proprietor. Comments on the Military and Business Ownership The Navy taught me attention to detail, responsibility, work ethic and […]

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  • Geld Sprechens Company

    Veteran Owned Business
    Lake Wales, FL 33853

    Geld Sprechens Company specializes in bookkeeping, typing and graphics.

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  • Edward Jones Investments - Howard McLymont

    Veteran Owned Business
    Tarpon Springs, FL 34688

    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

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  • David J Reali, CPA

    Veteran Owned Business
    Bradenton, FL 34209

    David J Reali, CPA offers full service Tax, Accounting, Consulting & Bookkeeping services. With over 10 years experience in taxation, David was raised locally in Manatee county, served in the US Army during Operations Desert Shield/Desert Storm and Provide Comfort. Don’t let your tax filings ever get in the way of your life, family, or […]

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