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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| A ASSANTE LIFE MANAGEMENT SOLUTIONS | Assante Holdings, Inc. | 10100 Santa Monica Blvd Suite 1300 Los Angeles CA 90067 | FINANCIAL PLANNING AND CONSULTATION IN THE FIELD OF INSURANCE SERVICES, NAMELY, INSURANCE CONSULTATION, INSURANCE BROKERAGE, INSURANCE UNDERWRITING IN THE FIELDS OF LIFE, DISABILITY, ANNUITIES AND SPECIAL RISKS, ALL AS PART OF FINANCIAL PLANNING AND CONSULTING SERVICES;LIFE MANAGEMENT SOLUTIONS; |
| ACADEMY OF SPECIAL NEEDS PLANNING | Special Needs Planning | 2nd Floor 4200 Crums Mill Road Harrisburg PA 17112 | Financial planning consultation;Special Needs; |
| AFIN | AFIN Family Wealth Management Inc. | 1220 Kensingtom Road, Suite 210 Oak Brook IL 60523 | A FIN;financial planning and consultation; investment management and consultation; insurance consultation; |
| AFTER-TAX WEALTH MANAGEMENT | PIETAS FINANCIAL | 2535 TRUXTUN ROAD #207 SAN DIEGO CA 92106 | Financial planning consultation; |
| AGWORTH | GREENSTONE FARM CREDIT SERVICES, ACA | 1760 ABBEY ROAD, SUITE 200 EAST LANSING MI 48823 | Financial planning consultation in the agricultural field;Tax preparation and tax consultation; |
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| ALTERNA CARE | Ms. Gray Kari | PO Box 3044 138 Puuone Kahului HI 96733 | Financial planning consultation in the field of healthcare; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence for health care; Consultation, advisory, planning and administration of health care plans as a substitute and replacement of health insurance; |
| AMERICAN RETIREMENT PLANNERS | American Retirement Planners | 570 Hammill Lane Reno NV 89511 | FINANCIAL PLANNING AND CONSULTATION, INCLUDING ESTATE PLANNING, RETIREMENT PLANNING, INVESTMENT PLANNING, AND LIFE INSURANCE PLANNING; SECURITY BROKERAGE; ANNUITIES BROKERAGE; INSURANCE BROKERAGE;RETIREMENT PLANNERS; |
| ASSET PLAN | David L. Green | 3051 West Maple Loop Ste. 325 Lehi UT 84043 | Financial planning consultation; Online financial planning services; |
| ASSET PLANNER | Allbee Green | 2625 South 600 West Salt Lake City UT 84115 | Financial planning consultation; Online financial planning services; |
| ASSET PLANNING | ASSET PLANNING CONCEPTS | 4660 West Old Highway Road Mountain Green UT 84050 | Financial planning consultation; |
| ASSET PLANNING | Allbee Green LC | 3051 West Maple Loop Ste. 325 Lehi UT 84043 | Financial planning consultation; |
| BOND BULL-BEAR TRIGGER | USA FINANCIAL PORTFORMULAS CORPORATION | 6020 East Fulton Street Ada MI 49301 | Financial planning consultation; Providing information and research in the field of finance and financial investments; Providing investors with financial information;Analyzing and compiling data for measuring the performance of financial markets;BOND AND TRIGGER; |
| BORN WITH EQUITY | O'Shea Inc | 330 West 47th St., Suite 203 Kansas City MO 64112 | Financial planning consultation; |
| BOULDER MARKETPLACE | Jorrie, Marilyn | P.O. Box 4116 Boulder CO 80306 | Financial planning consultation;BOULDER; |
| CERTIFIED SPECIAL NEEDS ADVISOR | Special Needs Planning | 2nd Floor 4200 Crums Mill Road Harrisburg PA 17112 | Financial planning consultation;Special Needs; |
| CERTIFIED SPECIAL NEEDS PLANNER | Special Needs Planning | 2nd Floor 4200 Crums Mill Road Harrisburg PA 17112 | Financial planning consultation;Special Needs; |
| CFPFED | Cain, Neil | 4418 Chestnut St. Bethesda MD 20814 | Financial planning consultation; Financial planning and investment advisory services; Financial planning for retirement; |
| CRITICAL PATH | ASSET DEDICATION | 1 Lovell Avenue Mill Valley CA 94941 | Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; |
| CRITICAL PATH | ASSET DEDICATION | 220 Montgomery Street, Suite 865 San Francisco CA 94104 | Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; |
| E.S.P. FINANCIAL GROUP, LLC - GROWTH > CONTRIBUTION > COMMUNITY | Evolutionary Strategic Planning, Inc. | Suite 900 189 Montague Street Brooklyn NY 11201 | Financial planning and consultation;EVOLUTIONARY STRATEGIC PLANNING FINANCIAL GROUP, LLC - GROWTH > CONTRIBUTION > COMMUNITY; |
| EMOTIONAL TOLERANCE LEVEL | Barba, Jr., Dennis P. | 8699 Chase Drive Chagrin Falls OH 44023 | Financial planning consultation; |
| FAMILY WEALTH FORMULA | RIDGELINE WEALTH | 2929 N POWER RD STE 101 MESA AZ 85215 | Financial planning consultation; Financial planning and investment advisory services;FAMILY WEALTH; |
| FAMILY WEALTH FORMULA | Catalyst Family Wealth Counsel | 5400 Laurel Springs Parkway, Suite 203 Suwanee GA 30024 | Financial planning consultation; Financial planning and investment advisory services;FAMILY WEALTH; |
| FAUXDUCIARY | Feldman, Jared Benjamin | 21200 Kittridge St, Apt 4140 Woodland CA 91303 | Financial planning consultation; |
| FEDERAL FIRST | ARTHUR J. GALLAGHER & CO. | 2850 Golf Road Rolling Meadows IL 60008 | Financial planning consultation; Insurance brokerage in the field of health insurance, accident insurance, dental insurance, vision insurance, life insurance, long term disability insurance, long term care insurance, critical illness insurance and annuities; Investment advisory services; Investment brokerage;FEDERAL; |
| FEE FOR PLAN | Family Financial Partners, Inc. | Suite #201 1792 Alysheba Way Lexington KY 40509 | Financial planning consultation; |
| FEE FOR PLAN | Family Financial Partners, Inc. | Suite #201 1792 Alysheba Way Lexington KY 40509 | Financial planning consultation; |
| FIBO | Cloke, Curtis V. | 320 North 3rd St, 6th Fl. Burlington IA 52601 | Financial planning consultation; Financial planning for retirement; |
| FIBO - FIRST IN/BLEND OUT | Cloke, Curtis | 320 North 3rd St, 6th Fl, PO Box 962 Burlington IA 52601 | financial planning consultation; |
| FICS | Lassey, Adje | #202 1060 South 3rd Street San Jose CA 95112 | Financial planning consultation;FINANCIAL CONSULTATIONS; |
| FINANCIAL SPYGLASS | THE ART OF YOUR $TRATEGY | 42 DAVIS AVENUE RYE NY 10580 | Financial planning consultation;FINANCIAL; |
| FINANCIAL SPYGLASS | Long View Planning | 42 Davis Avenue Rye NY 10580 | Financial planning consultation;FINANCIAL; |
| FIRST THERE MUST BE TRUST | MDI Offshore Advisors | Suite 115 7400 Carmel Executive Park Drive Charlotte NC 28226 | Financial planning consultation; |
| FIRST THERE MUST BE TRUST | Southpac Group Switzerland Limited | P. O. Box 3186 Palm Grove House Road Town Br.Virgin Islands | Financial planning consultation; |
| FORGET RICH | Beattie, Roger L. | 3039 South 600 West Bountiful UT 84010 | Financial planning consultation; Online financial planning services; Financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; |
| FROM DIAPERS TO "IT DEPENDS" | Financial Fitness & Insurance Services | 106A 1314 W McDermott Dr. Allen TX 75013 | Financial planning consultation; |
| GPS WEALTH SOLUTIONS | Erben, James | 11612 FM 2244, Building 1, Suite 140 Austin TX 78738 | Financial planning consultation; |
| GREENSTONE | FARM CREDIT SERVICES OF MICHIGAN' S HEARTLAND, PCA | 1760 Abbey Road, Suite 200 East Lansing MI 48823 | Financial planning consultation in the agricultural field;GREEN STONE;Tax preparation and tax consultation; |
| GRESHAM | Gresham Partners | Suite 700 333 W. Wacker Drive Chicago IL 60606 | Financial planning consultation; |
| HELPING CLIENTS UNDERSTAND THE CHOICES THAT MATTER | Southmark Consulting | 500 Macy Drive Roswell GA 30076 | Financial planning consultation; |
| IF YOU DIED GUIDE | ROADMAP TO PEACE OF MIND | 400 NORTH PINE ISLAND ROAD, NO. 300 PLANTATION FL 33324 | A series of books and written articles in the field of estate and legacy planning;Financial planning consultation; Financial services, namely, wealth management services; Providing a website featuring non-downloadable videos in the field of financial planning;Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary;GUIDE FOR INTERNATIONAL CLASS 16; |
| INDEX BULL-BEAR TRIGGER | USA FINANCIAL PORTFORMULAS CORPORATION | 6020 East Fulton Street Ada MI 49301 | Financial planning consultation; Providing information and research in the field of finance and financial investments; Providing investors with financial information;Analyzing and compiling data for measuring the performance of financial markets;INDEX AND TRIGGER; |
| INSPRIT | Financial Planning Group, Inc. | 510 North Washington Street, Suite 300 Falls Church VA 22046 | financial planning and consultation; |
| INTERNATIONAL BULL-BEAR TRIGGER | USA FINANCIAL PORTFORMULAS CORPORATION | 6020 East Fulton Street Ada MI 49301 | Financial planning consultation; Providing information and research in the field of finance and financial investments; Providing investors with financial information;Analyzing and compiling data for measuring the performance of financial markets;INTERNATIONAL AND TRIGGER; |
| IRON MOUNTAIN WEALTH MANAGEMENT | Iron Mountain Wealth Management | 696 McVey Ave, Ste 201 Lake Oswego OR 97034 | Financial planning consultation; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment advice; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; |
| IT'S ALL ABOUT YOUR FUTURE | Trustees of the Griffith Family Trust, The, comprising William E. Griffith, Jr., and Pamela M. Griffith U.S. citizens | 2340 Hidden Timber Drive Upper St. Clair PA 15241 | Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Insurance services, namely, underwriting, issuing and administration of life insurance; Investment advisory services;IT IS ALL ABOUT YOUR FUTURE; |
| JASON FINANCIAL SERVICES | Jason Trippett | 1300 Bristol St N, Suite 214 Newport Beach CA 92660 | Financial planning consultation; Financial services, namely, wealth management services; |
| JONES WEALTH STRATEGIES | Jones, Matthew | 56974 N Burr Oak Rd Colon MI 49040 | Financial planning consultation; Financial planning for retirement; Financial portfolio management; Insurance consultancy; |
| LINEA PRIVATE WEALTH MANAGEMENT | Howard Neil Katz | Building 300, Suite 600 3715 Northside Parkway Atlanta GA 30327 | Financial planning consultation; Financial services, namely, wealth management services; Insurance brokerage; Providing financial services with respect to securities and other financial instruments and products, namely, money management services;The English translation of LINEA in the mark is LINE.;PRIVATE WEALTH MANAGEMENT; |
| LINEA ROADMAP | Howard Neil Katz | Building 300, Suite 600 3715 Northside Parkway Atlanta GA 30327 | Financial planning consultation; Financial services, namely, wealth management services; Insurance brokerage; Providing financial services with respect to securities and other financial instruments and products, namely, money management services;The English translation of linea in the mark is line.; |
| LINEA WEALTH | Katz, Howard Neil | 11805 Wildwood Springs Dr. Roswell GA 30075 | Financial planning consultation; Financial services, namely, wealth management services; Insurance brokerage; Providing financial services with respect to securities and other financial instruments and products, namely, money management services;The English translation of Linea in the mark is Line.;WEALTH; |
| MONEY MAKEOVER | CHOICE PERFORMANCE, INC. | P.O. Box 10884 Zephyr Cover NV 89448 | financial planning consultation;MONEY; |
| MORTGAGE NOW | Ashley Austin | 2807 E Fairmount Avenue Phoenix AZ 85016 | Financial planning consultation; Financial services, namely, mortgage refinancing; |
| ONE FINE DAY | GrandView Asset Management | 4200 Crums Mill Road Harrisburg PA 17112 | Financial planning consultation; |
| ONESTA | Onesta Inc. | P.O. Box 161443 San Diego CA 92176 | Financial planning consultation; On-line financial planning services;The English translation of ONESTA in the mark is Honesty.;Platform as a service (PAAS) featuring computer software platforms for financial planning; |
| PERSONALIZED GLIDE PATH | WEALTHFRONT INC. | 900 Middlefield Road, 10th Floor Redwood City CA 94063 | Financial planning consultation; Investment management and advisory services; Providing financial and investment information; Financial investment analysis, planning and investment advisory services; Management and brokerage services in the fields of stocks, bonds, options, commodities, futures and other securities; |
| PLAN WELL RETIRE WELL MAXIMIZING SOCIAL SECURITY INCOME | The Insurance Shop, Inc. | 204 West Main Street Odon IN 47562 | Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Insurance brokerage services; Insurance consultancy; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;MAXIMIZING SOCIAL SECURITY INCOME; |
| PLANS TO PROSPER | Choiniere, Robert P. | 709 Willowcrest Drive Gibsonia PA 15044 | Financial planning consultation; |
| PROSPERITY PRINCIPLES | Vita de Abbondanza, Inc. | 15640 S. 17th St. Phoenix AZ 85048 | Financial planning consultation; Real estate consultation; |
| QUANTUM VOYANCE | Michelle, Kat | 120 Baldwin Ave Paia HI 96779 | Financial planning consultation;Mental health counseling regarding personal growth, anxiety and resolving emotional imbalances; |
| RCSDF | Colorado Seminary | 2199 S University Blvd Denver CO 80208 | Financial planning consultation; Financial planning, namely, creating personalized strategies regarding finances for separating and divorcing families;Mediation services; divorce mediation services; alternative dispute resolution services; providing emotional counseling, emotional support services, co-parenting consultation relating to family relationships and legal services for separating and divorcing families; organizing and conducting support groups in the field of separating and divorcing families; counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships; emotional counseling services, namely, individual and family counseling for those involved in separations and divorce;Mental health therapy services; psychological counseling; mental health therapy services for those involved in separations and divorce; psychological counseling related to separations and divorce; |
| REASON WE INVEST | Advisor Insights | 1538 Seasons Lane SW Rochester MN 55906 | Financial planning consultation; |
| RESOLVING UNCERTAINTY SINCE 1982 | MDI Offshore Advisors | Suite 115 7400 Carmel Executive Park Drive Charlotte NC 28226 | Financial planning consultation;SINCE 1982; |
| RESOURCE CENTER FOR SEPARATING AND DIVORCING FAMILIES | Colorado Seminary | 2199 S University Blvd Denver CO 80208 | Financial planning consultation; Financial planning, namely, creating personalized strategies regarding finances for separating and divorcing families;Mediation services; divorce mediation services; alternative dispute resolution services; providing emotional counseling, emotional support services, co-parenting consultation relating to family relationships and legal services for separating and divorcing families; organizing and conducting support groups in the field of separating and divorcing families; counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships; emotional counseling services, namely, individual and family counseling for those involved in separations and divorce;Mental health therapy services; psychological counseling; mental health therapy services for those involved in separations and divorce; psychological counseling related to separations and divorce; |
| REVERSE RETIREMENT | Wirbick, Joseph | 709 Landmark Circle Lancaster PA 17603 | Financial planning consultation;Providing temporary use of on-line non-downloadable software for use as a calculator in the field of financial planning; |
| RINKS | Ray Mignone & Co., Inc. | 252-81 Brattle Ave. Little Neck NY 11362 | Financial planning consultation; |
| ROADMAP TO PEACE OF MIND | ROADMAP TO PEACE OF MIND | 400 NORTH PINE ISLAND ROAD, NO. 300 PLANTATION FL 33324 | A series of books and written articles in the field of estate and legacy planning;Financial planning consultation; Financial services, namely, wealth management services; Providing a website featuring non-downloadable videos in the field of financial planning;Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; |
| SAVE 9 | SAVE 9 | 2621 SECOND AVENUE #404 SEATTLE WA 98121 | Financial planning consultation;SAVE NINE;SAVE; |
| SAVE 9 | Crary Consulting | 2621 Second Avenue #404 Seattle WA 98121 | Financial planning consultation;SAVE NINE;SAVE; |
| SECTOR BULL-BEAR TRIGGER | USA FINANCIAL PORTFORMULAS CORPORATION | 6020 East Fulton Street Ada MI 49301 | Financial planning consultation; Providing information and research in the field of finance and financial investments; Providing investors with financial information;Analyzing and compiling data for measuring the performance of financial markets;SECTOR AND TRIGGER; |
| SF MONEY COACH | Karen Birgbauer | 281 West Floresta Way Portola Valley CA 94028 | Financial planning consultation; |
| SG | MDI Offshore Advisors | Suite 115 7400 Carmel Executive Park Drive Charlotte NC 28226 | Financial planning consultation; |
| SOUTHPAC | MDI Offshore Advisors | Suite 115 7400 Carmel Executive Park Drive Charlotte NC 28226 | Financial planning consultation;SOUTH PACK; |
| SOUTHPAC | Southpac Group Switzerland Limited | P. O. Box 3186 Palm Grove House Road Town Br.Virgin Islands | Financial planning consultation;SOUTH PACK; |
| SUMMIT GROVE ADVISORS | Summit Grove Advisors | 201 S. Grove Avenue, 5th Floor Barrington IL 60010 | Financial planning consultation;ADVISORS; |
| THE 401(K) FIX IT SHOP | Dalton, David | 469 Wire Grass Lane Franklin TN 37064 | Financial planning consultation;401(K); |
| THE BRIDGE TO RETIREMENT | Academy Financial | 705 York Road Towson MD 21204 | Financial planning consultation;RETIREMENT; |
| THE EVERYDAY MILLIONAIRE | Martin, Chris | 222 Poland Rd. Auburn ME 04210 | Financial planning consultation; |
| THE PLANNERS GROUP | The Planners Group of WI | 8755 Willow Pointe Pky Franklin WI 53132 | Financial planning consultation; Investment advisory services; |
| THE RETIREMENT ACADEMY | Academy Financial, Inc. | 705 York Road Towson MD 21204 | Financial planning consultation; |
| TOTAL FINANCIAL GROUP | Total Financial Solutions, Inc | 22700 Lyons Ave, Suite D Newhall CA 91321 | Financial planning consultation; |
| TRAVERSE PLANNING | Schiffman, Laurence H. | 11594 W. 76th Place Arvada CO 80005 | Financial planning consultation;PLANNING; |
| TRI FOLD CONNECTIONS | tri fold connections | P O Box 1653 South Holland IL 60473 | Financial planning consultation; |
| TRIGGER SCORE | USA FINANCIAL PORTFORMULAS CORPORATION | 6020 East Fulton Street Ada MI 49301 | Financial planning consultation; Providing information and research in the field of finance and financial investments; Providing investors with financial information;Analyzing and compiling data for measuring the performance of financial markets; |
| WE COACH FAMILIES TO POSITION THEMSELVES FOR ENDLESS FINANCIAL WELL-BEING | LEE, ERIC | 32020 Mountain Shadow Road Acton CA 93510 | Financial planning consultation, namely, providing coaching and advice in the creation of strategies to achieve, enhance, and preserve financial independence; investment consultation and management; total wealth management consultation, namely, investment consultation and management; financial retirement planning consultation, financial consultation in the nature of succession planning for retirement, estate planning consultation; planned giving consultation, namely, financial planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; insurance planning consultation; financial consultation in the nature of cash flow planning; debt management consultation; insurance consultation; estate planning and transfer of wealth consultation, namely, financial consultation in the field of transfers/gifting, probate issues, charitable contributions, and discount opinions and reviews of family limited partnership agreements and trusts; |
| WEALTH CYCLE | CHOICE PERFORMANCE, INC. | P.O. Box 10884 Zephyr Cover NV 89448 | financial planning consultation;WEALTH; |
| WEALTH GIVE | Stevens, David | 15514 Spaulding Plaza, Suite D02 Omaha NE 68116 | financial planning consultation; charitable services, namely, financial planners pledging assets towards charitable organizations; |
| WEALTH LOGISTICS | Stone Insurance Services, Inc. | Suite 1100 3452 E. Foothill Blvd. Pasadena CA 91107 | Financial planning and consultation, namely, the collection and evaluation of financial data to create personalized strategies for retirement and estate plans;Business succession planning;WEALTH; |
| WEALTHCARE INTERNATIONAL | David L Fleming | 1653 Bass Avenue Seville FL 32190 | Financial planning consultation;WEALTH CARE INTERNATIONAL; |
| WEALTHVIEW 360° | First Western Financial, Inc. | 1900 16th Street, Suite 1200 Denver CO 80202 | Financial planning consultation; Financial consultation in the field of evaluating and analyzing an investor's current portfolio and assisting in planning for future needs;WEALTH VIEW 360°; |
| WELLSCREDIT | Wells Fargo & Company | 9th floor 90 S. 7th Street Minneapolis MN 55402 | Financial planning and consultation, financial management, and financial analysis;WELLS CREDIT; |
| YOUR CONSULTANTS TO THE BUSINESS COMMUNITY | Appelrouth, Farah & Company,P.A. | 999 Ponce De Leon Suite 625 Coral Gables FL 33134 | Financial planning and consultation; |
| YOUR FINANCIAL GUIDES | Schiffman, Laurence H. | 11594 W. 76th Place Arvada CO 80005 | Financial planning consultation; |
Where the owner name is not linked, that owner no longer owns the brand |
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