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

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123-Investing
Service Disabled Veteran OwnedApollo Beach, FL 33572123-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 OwnedPensacola, FL 32501We 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 BusinessSanford, FL 32771Village 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 BusinessAtlantic Beach, FL 32233-02728Percent4UrCash 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 OwnedJacksonville, FL 32225World 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 BusinessParrish, FL 34219Integrity 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 BusinessDelray Beach, FL 33445American 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 OwnedTampa, FL 33609XXI 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 BusinessBrooksville, FL 34613Primerica – 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 BusinessDestin, FL 32439We 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 BusinessBoynton Beach, FL 33436Independent 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 BusinessSouth Daytona, FL 32119Best Financial Accounting & Tax Service specializes in small business bookkeeping, tax prep, payroll prep.
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Bull Financial, LLC
Veteran Owned BusinessCrestview, FL 32536-5583Bull 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 BusinessZephyrhills, FL 33542Billy 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 BusinessOrmond Beach, FL 32174CorpControl 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 BusinessTampa, FL 33606Edward 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 OwnedLand O Lakes, FL 34638Carol 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 BusinessLake Wales, FL 33853Geld Sprechens Company specializes in bookkeeping, typing and graphics.
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Edward Jones Investments - Howard McLymont
Veteran Owned BusinessTarpon Springs, FL 34688Edward 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 BusinessBradenton, FL 34209David 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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