FINANCIAL INVESTMENT PLANNING

Brand Owner (click to sort) Address Description
ARISTA WEALTH MANAGEMENT Arista Wealth Management 10091 Park Run Drive #200 Las Vegas NV 89145 Financial and investment planning, management, advisory and consultation;WEALTH MANAGEMENT;
DREAM PLAN ENJOY D & K Investments & Planning, Inc. 7300 S. 13th St., Suite 103 Oak Creek WI 53154 Financial investment planning, financial planning, financial planning for retirement, estate planning and financial risk management planning services for others; and Life and health insurance consulting;Income tax preparation and consulting;
GARNET GROUP GARNET GROUP 6701 DEMOCRACY BOULEVARD SUITE 505 BETHESDA MD 20817 Financial and investment planning, financial and investment management, financial analysis and consultation, investment advisory and consultation, not including services associated with the creation, provision and/or administration of investment products, including hedge funds;GROUP;
GARNET GROUP Smith, Lisette 6701 Democracy Boulevard, Suite 505 Bethesda MD 20817 Financial and investment planning, financial and investment management, financial analysis and consultation, investment advisory and consultation, not including services associated with the creation, provision and/or administration of investment products, including hedge funds;GROUP;
GARNET GROUP Rapacz, Tanya 6701 Democracy Boulevard, Suite 505 Bethesda MD 20817 Financial and investment planning, financial and investment management, financial analysis and consultation, investment advisory and consultation, not including services associated with the creation, provision and/or administration of investment products, including hedge funds;GROUP;
GARNET GROUP Simon, Annette 6701 Democracy Boulevard, Suite 505 Bethesda MD 20817 Financial and investment planning, financial and investment management, financial analysis and consultation, investment advisory and consultation, not including services associated with the creation, provision and/or administration of investment products, including hedge funds;GROUP;
GARNET GROUP Kutler, Veena 6701 Democracy Boulevard, Suite 505 Bethesda MD 20817 Financial and investment planning, financial and investment management, financial analysis and consultation, investment advisory and consultation, not including services associated with the creation, provision and/or administration of investment products, including hedge funds;GROUP;
IMPACT FINANCIAL GROUP IMPACT FINANCIAL SERVICES 6 REGENT STREET SUITE 100 LIVINGSTON NJ 07039 FINANCIAL INVESTMENT PLANNING, MANAGEMENT AND CONSULTING SERVICES; MONEY MANAGEMENT SERVICES; TAX PLANNING SERVICES; AND INSURANCE PLANNING SERVICES;FINANCIAL GROUP;
MARKET MATCH Benchmark Financial Advisors, Inc. 512 Benedum Trees Building 223 Fourth Avenue Pittsburgh PA 15222 financial and investment planning and management services;
SAGE SAGE FINANCIAL GROUP, INC. 300 BARR HARBOR DR., SUITE 200 WEST CONSHOHOCKEN PA 19428 financial and investment planning and management services for consumers, [ and consumer financial and investment information provided via a global computer network, ] all excluding clearing house services;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. A method and system performs an analysis to compare and evaluate the performance of an investment portfolio The method and system includes processes performed on the financial data for each stock in the investment portfolio followed by a fundamental financial analysis. The fundamental financial analysis includes a negative base number inclusion process relating to stocks in the investment portfolio and uses financial data for the stocks that is selected from comparable time periods for each of the stocks, thereby generating a more accurate evaluation of the investment portfolio.