Browse Veteran Owned Businesses

Investment Services

Investment Service Companies owned and operated by past and present members of the United States Armed Forces, including Veteran Owned Businesses (VOB) and Service-Disabled Veteran-Owned Small Businesses (SDVOSB), as well as active duty military, reservists and military spouses representing the Army, Navy, Marine Corps, Coast Guard, Air Force, Space Force and National Guard, specializing in investment services including personal investment planning, business investment planning, retirement planning, wealth management, portfolio management, stock purchases, bond investments, mutual funds, exchange-traded funds (ETFs), financial planning, investment consulting, asset allocation and related investment services for individuals, families, businesses and organizations.

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Newest VOB Member Profiles

• Vision Wealth Advisors
  Lewisburg, PA | 7:56am May 17th
• Campbell Wealth Partners LLC
  Sugar Land, TX | 9:35pm Mar 7th
• Terrace Wealth
  Clayton, MO | 12:41pm Oct 17th
• Bastion Fiduciary
  Islamorada, FL | 5:11pm Apr 14th
• Prosperity Financial Consultants LLC
  Albany, GA | 3:48am Dec 11th

Comments on the Military and Business Ownership...

“The Army instilled three traits into my personality. Discipline, honor, and initiative. Discipline helps me to run my business effectively and efficiently. Honor allows me to maintain a solid client base because I strive to "do the right thing" at all times, even if it means losing money on a job. Initiative gives me the desire to constantly improve processes, keep up with new technologies, and take advantage of opportunities to provide new and improved services to my clients.”

David Sazama
eFusion Systems

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