Professional & Management Consulting · Killeen, Texas
SBA-certified WOSB, EDWOSB, SDVOSB, VOSB
WOSBEDWOSBSDVOSBVOSB
HOBFI, LLC provides financial literacy, retirement readiness, tax preparation, insurance and annuity solutions, budgeting and cash-flow strategy, workforce financial wellness, veteran financial readiness, and professional financial education and training. HOBFI serves government agencies, veterans, government employees, families, small businesses, and community organizations nationwide.
Accounting, Tax & Financial · Dallas, Texas
SBA-certified WOSB, EDWOSB, SDVOSB, VOSB
WOSBEDWOSBSDVOSBVOSB
Secured Futures is a financial solutions provider specializing in comprehensive planning and personalized insurance services aimed at helping clients achieve financial security and long-term goals. The company offers core financial management assistance, including budgeting and debt management, and a range of insurance and retirement products. These offerings encompass various life insurance policies, such as Indexed Universal Life (IUL), Whole Life, and Term Life Insurance, alongside various retirement income solutions like Fixed Indexed Annuities and Fixed Annuities, as well as Long Term Care planning.
Accounting, Tax & Financial · Flushing, New York
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
WELL LIFE MW dba/ OmniCore Strategic Solutions, LLC is a woman-owned small business providing education, outreach, and program support services that strengthen financial wellness, total well-being, and community empowerment.
We partner with government agencies, organizations, and communities to provide practical education, resource navigation, and operational support.
With 20+ years of healthcare leadership and 8+ years of insurance education and solutions experience, we deliver reliable, culturally responsive services that inform, engage, and strengthen the populations we serve.
The company also provides health, life, and supplemental insurance solutions that help individuals and families protect their health, income, and long-term financial well-being.
Professional & Management Consulting · Maricopa, Arizona
SBA-certified WOSB, EDWOSB, SDVOSB, VOSB
WOSBEDWOSBSDVOSBVOSB
Wholesale & Distribution · Atlanta, Georgia
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Professional & Management Consulting · Cabot, Arkansas
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Professional & Management Consulting · Little Rock, Arkansas
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Professional & Management Consulting · Lewisville, Texas
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Accounting, Tax & Financial · Honolulu, Hawaii
SBA-certified WOSB
WOSB
Lalana Chansatit Insurance and Financial Services, Inc. is a State Farm Insurance Agency, certified Woman-Owned Small Business delivering insurance indemnity & financial risk management in Hawaii. Operating under NAICS code 524210 for Insurance Agencies and Brokerages, provides municipal, state, and federal procurement officers with uncompromising compliance & operational continuity, as well as personal insurance needs. Leveraging the multi-billion-dollar capital reserves of State Farm, protecting vital assets through a robust portfolio: Commercial Property & Casualty insurance, Business Owners Policies, Workers' Compensation, Auto Fleets, Antiques, Boats, Personal Auto & Home Insurance, Life, Disability, Medicare Supplemental Health Policies, and offering Retirement and Investment Planning. Operating in English, Spanish, and Thai, we assist prime contractors in meeting diversity spend goals and personal insurance and financial planning. Visit for more details, www.ismysfagent.com
Professional & Management Consulting · Fredericksbrg, Virginia
SBA-certified WOSB, SDVOSB, VOSB
WOSBSDVOSBVOSB
Construction & Trades · Decatur, Georgia
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Accounting, Tax & Financial · Pleasant Hope, Missouri
SBA-certified WOSB
WOSB
Triple Guard Insurance has decades of experience serving the residents and businesses in multiple states. Marsha Poindexter, has been a licensed agent since 1999. Triple Guard Insurance is a one stop for all insurance needs. We cover and offer products for: Business, Bonds, Construction, Commercial Property, Commercial Auto, Inland Marine, Builders Risk, Excess Liability, Professional Liability, E&O, D&O, Cyber Insurance, General Liability, Farm, Crop and Livestock Insurance, Life Insurance, Auto, Term Life, 403B, and Group Plans.
We work with over 400 top ranking insurance carriers. We can design an insurance plan(s) that is right for you.
WBE Certified by the State of Missouri.
Accounting, Tax & Financial · Anderson, Texas
SBA-certified WOSB, HUBZone
WOSBHUBZone
3 Rivers Legacy LLC exists to protect what matters most by securing future generations—one family at a time. We stand beside our clients as a trusted partner, helping them safeguard their families, their futures, and everything they’ve worked to build. Our primary capability is tailoring personalized life insurance coverage options that ensure a family’s legacy is protected with comprehensive, competitively priced solutions. Based in Anderson, Texas, 3 Rivers Legacy LLC utilizes online appointments and virtual services to seamlessly deliver digital asset and legacy protection to families throughout the entire State of Texas.
Professional & Management Consulting · Columbia, Maryland
SBA-certified WOSB
WOSB
Primary Background and Capabilities
• Business loan facilitation
• Business consulting and operational support
• Security and surveillance-related services
• Financial and insurance-related support services
• Facility and environmental services
• Training and educational support services
• Administrative and organizational support
• Professional services and management consulting
Professional & Management Consulting · Pensacola, Florida
SBA-certified WOSB, EDWOSB, SDVOSB, VOSB
WOSBEDWOSBSDVOSBVOSB
Founded in 2022 after 10 years in the corporate financial industry, Wilmer Financial Group Incorporated is a professional full service financial firm that supports individuals, businesses, federal, state and local governments, private for-profit and non-profit clients. Wilmer Financial Group Incorporated is dedicated to providing expert financial training and education. As a disabled veteran owned, women owned, minority owned business, we are committed to fostering financial literacy and equipping our clients with essential knowledge on various financial topics; including retirement planning, social security, Thrift Savings Plan (TSP), Medicare, Long Term Care Insurance, Flexible Spending Accounts (FSA), Federal Employee Health Benefits (FEHB), and Federal Employee Group Life Insurance (FEGLI). With a passion for excellence and innovation, we offer flexible training options, including virtual and in-person sessions, to meet the unique needs of each agency.
Accounting, Tax & Financial · Bridgeport, Michigan
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Hillside, Illinois
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
A medical equipment and supplies manufacturer and Licensed insurance agency in Illinois with multiple agent consulting licenses for Medicare, Health, Life, and Financial Retirement plans.
Construction & Trades · Hamden, Connecticut
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Accounting, Tax & Financial · Clearwater, Florida
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Slidell, Louisiana
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
A La Carte Financial Solutions LLC is a Louisiana-based independent insurance and financial education firm providing compliant life insurance advisory services, financial literacy instruction, and K–12 tutoring support. The company operates under a multi-carrier model, allowing unbiased insurance solutions for individuals, families, and small businesses. In addition, the firm delivers financial literacy education for youth and adults and offers reading, math, and homework tutoring through virtual, in-person, and after-school settings. The company serves schools, nonprofits, community programs, and families with a client-centered approach and experience working with diverse populations.
Accounting, Tax & Financial · Greenville, South Carolina
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Accounting, Tax & Financial · Ridgeland, Mississippi
SBA-certified WOSB
WOSB
Professional & Management Consulting · Reston, Virginia
SBA-certified WOSB
WOSB
DEVAL is a full service real estate firm. DEVAL offers a variety of service lines for clients. They include the DEVAL Real Estate Services Group, the Business Financial Advisory Group, Legal support and Research and Property Management.
Staffing & HR Services · Glen Rock, New Jersey
SBA-certified WOSB
WOSB
Partnering with Monarch gives you access to seasoned professionals with over 99 years of combined experience in outsourced HR services across various industries. We specialize in HR compliance, employee relations, HR investigations, and talent management, ensuring your business thrives in a rapidly changing regulatory environment. Our fractional leadership approach provides flexible, cost-effective solutions, while our HR business partner (HRBP) services offer strategic guidance in recruiting, hiring, and benefits administration. We prioritize payroll compliance, optimize HR processes, and help you develop comprehensive workplace policies and procedures. At Monarch, we are committed to delivering a tailored, high-quality experience, working closely with you to drive business success and enhance your organizational effectiveness. Whether navigating complex regulations or improving employee engagement, we’re here to support your HR needs at every level.
Legal & Compliance Services · Glen Burnie, Maryland
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Accounting, Tax & Financial · Lewis Center, Ohio
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Tacoma, Washington
SBA-certified WOSB, EDWOSB, 8a
WOSBEDWOSB8(a)
Full Service Disadvantaged Minority and Woman-owned Insurance Company and Broker
Construction & Trades · Chicago, Illinois
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Staffing & HR Services · Fort Cavazos, Texas
SBA-certified WOSB
WOSB
Luke's Solutions LLC is more than a HR consulting company. We optimize workflows, reduce overhead, and streamline compliance across every stage of your operations from finance and insurance support to recruiting, onboarding and retirement. We specialize in integrating technology, reducing manual errors, and aligning compliance standards to boost performance, scalability, and cost savings. Our solutions improve turnaround times, automate routine tasks, and ensure accurate data flow between dashboards. We offer expert analysis of cash flow, insurance-backed financial planning, and program cost assessments to ensure every dollar supports long-term goals. Whether you're preparing for audit, open and closed benefit enrollments, expanding services, or restructuring, our team delivers the human resources and financial clarity and control you need.
Manufacturing & Production · Minneapolis, Minnesota
SBA-certified WOSB
WOSB
Professional & Management Consulting · Chalan Pago, Guam
SBA-certified WOSB, HUBZone
WOSBHUBZone
DBA Synergy Solutions. Minority, woman-owned small business (WOSB) providing a comprehensive range of services tailored to meet the diverse needs of gov. agencies, private organizations, and individuals. Our expertise spans across various domains, ensuring efficient, secure, and cost-effective solutions for every project.
Accounting, Tax & Financial · Crandall, Texas
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Commercial insurance is our specialty at MYC Insurance Solutions LLC. We offer a comprehensive range of coverage options to meet your department’s needs. Whether it’s general liability, shipping insurance, fiduciary, or any unconventional insurance requirements. Our agency is dedicated to simplifying the process and alleviating the stress of finding the right coverage for you while being cost effective.
Accounting, Tax & Financial · Houston, Texas
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Fruita, Colorado
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Founded in 2018, LS-Insurance is a woman-owned small business (WOSB) providing comprehensive insurance solutions, compliance auditing, and benefits management. As a sole proprietorship, we are nimble, responsive, and client-focused, capable of adapting quickly to changing requirements without the bureaucracy of larger competitors.
Founder Linda Simonton brings over 30 years of industry expertise, including 20+ years in medical auditing for Fortune 500 insurance companies, medical billing, and more than 10 years of private duty home health services for elderly clients, helping them remain safely in their homes. This diverse expertise enables LS-Insurance to support government agencies, contractors, and organizations with cost-effective, compliant, and human-focused insurance solutions.
Staffing & HR Services · Laguna Niguel, California
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
We are a certified Woman-Owned, Minority-Owned Small Business dedicated to delivering high-quality caregiver support and healthcare staffing services. With a strong commitment to meeting the needs of families, nursing homes, and hospitals, we offer tailored staffing solutions that ensure the best possible care for patients and peace of mind for healthcare providers.
Professional & Management Consulting · Tomball, Texas
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Lagrange, Georgia
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Morrow, Georgia
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
At Atlanta Tax Pro & Insurance our range of services is diverse and designed to meet the myriad needs of our clients:
•Tax Preparation and Planning: We provide comprehensive tax preparation services for individuals and businesses, including strategic planning aimed at minimizing tax liabilities. Our expert team works diligently to ensure that every client is positioned for financial success.
•Translation Services: We take pride in offering vital translation services to local attorneys and the Hispanic community, addressing legal, social, and immigration needs. This service enriches our community and fosters inclusivity.
•Payroll Services: Our payroll solutions are designed to help clients structure their compensation effectively. We discuss the pros and cons of payroll options and the associated tax implications, ensuring that clients remain informed.
Accounting, Tax & Financial · Stockbridge, Georgia
SBA-certified WOSB
WOSB
Professional & Management Consulting · New Rochelle, New York
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
1111 Lumiere LLC a privately held, minority-owned, Economically Disadvantaged Woman-Owned Small Business based in New York, brings over 20 years of combined expertise to the table. Our team excels in financial accounting, cost analysis management, professional development, consulting services, janitorial, leasing residential and non-residential, relocation and transport services, courier delivery and support services, along with administrative and organizational support. Additionally, we offer translation services in French and Creole, ensuring effective communication and service delivery for diverse clients nationwide.
Accounting, Tax & Financial · Cordova, Tennessee
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Tampa, Florida
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Wholesale & Distribution · Vero Beach, Florida
SBA-certified WOSB
WOSB
Medical Hotspots Inc. is a woman and minority-owned provider of durable medical equipment, respiratory care, and nationwide medical supply distribution. We specialize in DME, oxygen therapy, and healthcare partnerships. Backed by experienced leadership, we deliver reliable service and compliant solutions to long-term care facilities and healthcare providers across multiple states.
Professional & Management Consulting · Orlando, Florida
SBA-certified WOSB
WOSB
GBGM Consulting, LLC. provides real estate, insurance and financial services.
Manufacturing & Production · Oak Lawn, Illinois
SBA-certified WOSB
WOSB
Construction & Trades · Blue Springs, Missouri
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Professional & Management Consulting · Carrollton, Texas
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Staffing & HR Services · Broadview Heights, Ohio
SBA-certified WOSB
WOSB
RetireSmart is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
Repair, Maintenance & Other B2B · Atlanta, Georgia
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Dawson, Georgia
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Bel Air, Maryland
SBA-certified WOSB
WOSB
ClearEdge, LLC delivers efficient, compliant contact center solutions, including customer support, telemarketing, help desk, debt recovery, hotline assistance, and health insurance navigation. With over a decade of expertise in regulatory compliance and data security, we specialize in high-volume customer engagement. Our scalable services, powered by advanced technology and rigorous quality assurance, drive measurable outcomes and consistently exceed client expectations.
Accounting, Tax & Financial · Clinton, North Carolina
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Accounting, Tax & Financial · Charlotte, North Carolina
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Houston, Texas
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Accounting, Tax & Financial · Denver, North Carolina
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Creola, Ohio
SBA-certified WOSB, HUBZone
WOSBHUBZone
Accounting, Tax & Financial · Plantation, Florida
SBA-certified WOSB
WOSB
Staffing & HR Services · Bel Air, Maryland
SBA-certified WOSB
WOSB
Employee Advocacy regarding benefits and claims administration
Employee Education of benefits offering
Selection, development and implementation of employee benefit plans
Human Resource office support regarding benefits and administration
Administrative support to plan administrators
Research and data compilation for benefit plan offering
Accounting, Tax & Financial · Tampa, Florida
SBA-certified WOSB
WOSB
Partnering with a Purpose with Panthera Insurance Partners, our product is a supplementary benefits savings program that aligns with the Affordable Care Act along with other commercial insurance products.
Accounting, Tax & Financial · La Grange, Kentucky
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Coral Springs, Florida
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Beacon Insurance Agency offers Health Insurance Brokerage, Employee Benefits, Group Voluntary Benefits, Disability Income, Dental Insurance, Vision Insurance, Life Insurance, Medicare Advantage & Medicare Supplement, Travel Insurance for Individuals and Business, Health insurance for international employees.
Accounting, Tax & Financial · Ellenwood, Georgia
SBA-certified WOSB, EDWOSB, VOSB
WOSBEDWOSBVOSB
Accounting, Tax & Financial · Fort Worth, Texas
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Professional & Management Consulting · Del City, Oklahoma
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Cincinnati, Ohio
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
As a licensed broker Hollis Management made the deliberate decision to operate as an independent brokerage to keep the client first by working with A or better rated financial companies. We are small
enough for custom solutions with the strength of large companies through partnerships.
Professional & Management Consulting · Grandview, Missouri
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Las Vegas, Nevada
SBA-certified WOSB
WOSB
AYG (Accepting Your Greatness) Insurance and Financial Services recognizes that there is no one size fits all solution for financial freedom.
We have made it our life's work to assist individuals in achieving financial freedom by building customizable solutions for everyone. The
Financial Blueprint that we provide through our diverse portfolio of insurance, savings, retirement and wealth building strategies; assist us in
guiding our clients to the freedom they deserve. At AYG, we provide a variety of services that are customized to fit our clients needs. We support
businesses of all sizes by providing financial and investment strategies that are beneficial for the employer as well as the employee. When time is
money having a turnkey customized program specific to your business needs is essential. We also provide zero cost employee benefits utilizing
IRS section 125 tax savings opportunity that has been around since 1978.
Professional & Management Consulting · Snellville, Georgia
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Marietta, Georgia
SBA-certified WOSB
WOSB
Logistics & Warehousing · Hampton, Georgia
SBA-certified WOSB
WOSB
LST Company is headquartered in Decatur, GA and has been providing trucking and logistics services to its customers since opening in 2019.
LST focuses on providing full-scale transportation services to its customers. Our offering of services serves as an umbrella allowing us to implement a turn-key approach to any facility we are servicing.
LST understands the logistics required in the coordination of facilities support. We aim to streamline these services and we are continuing to grow to match the increasing needs of our customers.
Professional & Management Consulting · West Palm Beach, Florida
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Training & Educational Services · Le Claire, Iowa
SBA-certified WOSB
WOSB
Business and soft skills training for corporations and the government. Specializing in helping people get to the next level through training methods that capitalize on Awareness, Real Life Application, and Follow Through. Also Health Insurance sales
Accounting, Tax & Financial · Melbourne, Florida
SBA-certified WOSB, SDVOSB, VOSB
WOSBSDVOSBVOSB
American Trustee of Florida helps employers source affordable Insurance products to use as employee benefits and professional Life and Disability. We are able to save employers 18% on annual health insurance renewals. We also help senior employees with Medicare needs.
Professional & Management Consulting · Annapolis, Maryland
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Significance provides a range of support services, from Program Management, Financial Improvement, PPBE Expertise,Strategic Communication Support,Workforce Planning,the best of breed tools and innovation to meet goals of organization.
Accounting, Tax & Financial · Purvis, Mississippi
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Accounting, Tax & Financial · Towson, Maryland
SBA-certified WOSB
WOSB
Insurance Services Brokerage and Financial Annuities
Training & Educational Services · Allen, Texas
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
We are experts in leadership and communication, enhancing employee productivity and effectiveness at all levels. We address workplace challenges with customized, evidence-based programs that align with your mission, culture, and strategic needs, promoting a more cohesive and efficient organizational environment.
Engineering & Architecture · Virginia Beach, Virginia
SBA-certified WOSB, EDWOSB, 8a
WOSBEDWOSB8(a)
Our primary services are:
Program Support: program management; data analytics/data management/data visualization/data cleansing, risk management, administrative/operations assistance, financial management, engineering analysis and subject matter expertise, software development, software testing, cloud migration, cyber security, information technology, lifecycle logistics support, metrics tracking, manpower and workforce planning, and training support.
Public Health Support: public health policy and advisement, data analytics/data management/data visualization/data cleansing, epidemiological analysis, stakeholder engagement, immunization activity support, disease surveillance and field support, health systems strengthening (HSS), health informatics systems requirements and analysis, and health informatics technical advisement.
Logistics & Warehousing · Miami, Florida
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Juliana's Consulting LLC is a woman-owned small business located in Miami, FL. Juliana's Consulting LLC delivers consistent and quality administrative consulting services to its customers with the highest level of integrity and great attention to people, products, and services. They are passionate about their business and go to extraordinary lengths to satisfy their customers. Juliana's consulting is the single point of contact on various businesses and personal solutions such as staffing, transportation, the acquisition & management of different assets that are needed by federal, state, or local municipalities.Juliana's Consulting LLC's vision is to create and strengthen relationships with their customers by providing exceptional service and consistently demonstrating their quality administrative consulting services. Juliana's Consulting LLC and its employees take great pride in their work and in delighting their customers.
Accounting, Tax & Financial · Norfolk, Virginia
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Negotiate, prepare and administrate residential and commercial contracts
planned and coordinate general construction
identify research and inspect investment properties
schedule freight for delivers and pickup
track and arrange routes
review and interpret drivers logs
manage and supervisor outgoing and incoming freight
IT & Software Services · Frederick, Maryland
SBA-certified WOSB
WOSB
ASG offers Information Technology and Healthcare solutions. Some of our current initiatives are HSPD12, Identity and Access management, data center, help desk, COTS and custom application development and integration, portal, CRM, ERP services.
Facilities & Building Services · San Diego, California
SBA-certified WOSB
WOSB
RLT Notary & Financial Services (Genera Contracting) is a full-service commercial cleaning, landscaping, and general maintenance company that provides high-quality services to businesses of all sizes. Our team of experienced professionals is dedicated to delivering exceptional results and exceeding our clients’ expectations.
Accounting, Tax & Financial · Weslaco, Texas
SBA-certified WOSB
WOSB
Logistics & Warehousing · Elk Grove, California
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Goods, Services, Notary, Accounting, Transportation, Logistics
Training & Educational Services · Huntsville, Alabama
SBA-certified WOSB
WOSB
Professional & Management Consulting · Atlanta, Georgia
SBA-certified WOSB
WOSB
Staffing Solutions
Management Consulting
Benefits Administration
IT/Security Solutions
Property Management
Marketing Consulting
Accounting, Tax & Financial · Miami, Florida
SBA-certified WOSB
WOSB
Professional & Management Consulting · Macon, Georgia
SBA-certified WOSB
WOSB
Professional & Management Consulting · Huntsville, Alabama
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Leadership and Communication Training and Coaching, International Human Resources, International Taxation and Payroll, ROI Analysis, Relocation Management
Accounting, Tax & Financial · Metairie, Louisiana
SBA-certified WOSB
WOSB
Jim Myers & Associates, Inc. is an Independent Insurance Agency founded locally in 1982. We specialize in Small Business Commercial Lines and Personal Lines Property & Casualty Insurance.
Accounting, Tax & Financial · Charlotte, North Carolina
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Accounting, Tax & Financial · Brooklyn, New York
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Decatur, Georgia
SBA-certified WOSB
WOSB
Experienced broker for international medical insurance. Comprehensive knowledge of the global insurance market for study abroad programs, global travelers (both inbound to the US and outbound from the US), NGO staff, and mission-sending organizations.
Accounting, Tax & Financial · Riverdale, Georgia
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
Facilities & Building Services · Richmond, Texas
SBA-certified WOSB
WOSB
We specialize in providing Base Life support activity to the United States, Allied Armed Forces, and Embassies. We manage projects large and small, providing everything from pre-project planning, Construction, Logistic, Information Technology services (IT), and procurement to administrative support. Services include facility management (catering, site management, janitorial, laundry, vehicle leasing, vehicle mai).
Accounting, Tax & Financial · South Salem, New York
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Tallahassee, Florida
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Ooltewah, Tennessee
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Harrisburg, Pennsylvania
SBA-certified WOSB
WOSB
I do a comprehensive financial plan, personalized to meet their needs, whether it be a single person, a couple, or a business. After that has been completed I prepare a Portfolio Binder with the details of their investments and the plan for them , showing the income, expenses with inflation, and investment order, taxes, Social Security benefits, and everything pertaining to their retirement. We will implement the plan and continue to work with them in reviews to be sure they are on track. I also will review tax savings where possible. Explain an IRA Roth Conversion if it would be advantageous for them and their legacy.
I also work with younger folks to prepare for retirement and help them to build a savings for retirement.
Life Insurance is another avenue I work in as well. I also show folks how to utilize annuities to create income for life in retirement and starting investing in annuities to build a higher income for retirement without the risk.
Logistics & Warehousing · Houston, Texas
SBA-certified WOSB
WOSB
Accounting, Tax & Financial · Lake Charles, Louisiana
SBA-certified WOSB
WOSB