Browse Businesses by NAICS code or description
NAICS Code: 523930
523930 NAICS Code for Investment Advice. These businesses listed in 523930 are owned by veterans, service disabled veterans (SDVOSB/DVBE) active duty military, reservists and military spouses of the United States Army, Air Force (USAF), Marine Corps (USMC), Navy (USN) and Coast Guard (USCG).
Search returned 25 Businesses.
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As your advisor, I believe it is important to invest time to understand what you are working toward before you invest your money. Working ... |
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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you ... |
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Agile Capital, Inc | Carmel, IN 46033
AGILE CAPITAL is an SEC Registered Investment Management firm, employee owned, SDVOSB. Agile is known in the industry as an "Emerging ... |
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Alliance Wealth Management of WNY | Tonawanda, NY 14223
Alliance Wealth Management of WNY provides assistance with Life Insurance, Medicare Advantage Plans, Investments, TSP Plans, Veteran ... |
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Anliker Financial Management | Glen Allen, VA 23059
Anliker Financial Management is an independent financial planning and investment management firm located in Glen Allen, VA committed to ... |
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Bellona Financial Solutions | Colorado Springs, CO 80920
Helping individuals, families and business owners create financial fitness using personalized plans and helping you protect your assets. I ... |
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Bull Oak Capital | San Diego, CA 92121
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 ... |
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Capital View Wealth Management | Wormleysburg, PA 17043
At Capital View Wealth Management we offer a straightforward approach to building financial strategies focused around you, your schedule, ... |
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Chad W Langevin Northwestern Mutual Financial Network | West Hartford, CT 06107
Chad W Langevin, Financial Representative, Northwestern Mutual Financial Network. My mission is to help my clients attain financial ... |
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Command Wealth Management, Inc. | East Longmeadow, MA 01028
At Command Wealth Management, we strive to develop meaningful relationships to ensure long-term client satisfaction. We focus on helping ... |
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Darren E. Odom, LLC | Brooklyn, NY 11214
Helping Medical Professionals, Military Families, and Veteran Business Owners Secure Their Financial Futures through Life Insurance, ... |
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Farmers Insurance Agent - Michael Lajoie | Gallatin, TN 37066
Since 1991, we have been providing Insurance and Financial Services for Tennesseans. We customize programs to meet each individual person ... |
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Ivory Hill | Bloomington, MN 55437
Ivory Hill is a fee-only fiduciary financial advisory firm specializing in holistic retirement plans and private wealth management to ... |
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Jim Rice, Financial Advisor | East Meadow, NY 11554
Since separating from the Marine Corps, I have spent the better part of the last 20 years in the client services industry. Over that time I ... |
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Northwestern Mutual Financial Representative - Rob Novotny | Melville, NY 11747
Northwestern Mutual Being a Marine Veteran, I've taken my values of Honor, Courage, and Commitment from leading Marines on and off the ... |
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NovaPoint Capital LLC | Atlanta, GA 30363
NovaPoint Capital is an investment management and advisory firm. We manage portfolios for individuals, businesses, pensions, and nonprofit ... |
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On Point Strategic Planning, LLC | Iselin, NJ 08830
On Point Strategic Planning is Veteran owned business dedicated to providing you with complete financial solutions, specifically focused on ... |
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Paladin Wealth Partners | Springfield, MA 01115
Paladin Wealth Partners is an independent, veteran-owned practice that provides wealth management services to families, executives and ... |
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Rossi & Associates | Melbourne, FL 32901
Founded in 1994 and with over 65 years of combined investment management experience, Rossi and Associates is a full service wealth & ... |
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Sapiat Asset Management, LLC | Greeneville, TN 37745
Sapiat Asset Management leads the way as a veteran owned & operated independent registered investment advisor specializing in advising ... |
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Targeted Wealth Solutions | Colorado Springs, CO 80920
Targeted Wealth Solutions is a fee-only, fiduciary, Registered Investment Advisor focused on helping the military community and small ... |
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University Financial Group | Pocatello, ID 83201
Our firm provides insurance and investments for both individuals, businesses, and the public sector. Products range from employee benefits, ... |
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uVest Advisory Group | Newburgh, IN 47630
uVest Advisory Group, LLC is a fiduciary fee-only investment advisor. We perform equity analysis and selection, retirement planning, ... |
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Venn Financial Solutions | DuBois, PA 15801
Financial Planning Practice Robert J. Knox and Joseph C. Zappia, III, CRPC®, CFEI, of Venn Financial Solutions, offer Investment ... |
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WealthKare.com, Inc. | Mount Union, PA 17066
The WealthKare Investment Center's founder, Bruce Smith, is one of America's leading advisors on retirement income planning and strategies. ... |
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