FINANCIAL PLANNING

Brand Owner (click to sort) Address Description
"ALL THE KEYS TO YOUR FUTURE" Financial Network of America Ltd P.O. Box 559 2214 Enterprise Parkway East Twinsburg OH 44087 Financial planning, financial planning for retirement and investment consultation in the field of integrated estate, tax, business management and insurance;
"BUILDING YOUR BEST LIFE" Kubien, Anthony Paul 22205 Audette Street Dearborn MI 48124 Financial planning, insurance and investment advisory services for pre-retirees and retirees;
"EXPRESS ACCOUNT" Financial Network of America Ltd. P.O. Box 559 2214 Enterprise Parkway East Twinsburg OH 44087 Financial planning, financial planning for retirement and investment consultation in the field of integrated estate, tax, business management and insurance;as to EXPRESS ACCOUNT;Color is not claimed as a feature of the mark.;
"HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH" The Opsahl Group 7196 S.W. Ascot Court Portland OR 97225 Financial planning, financial planning for retirement, financial planning for the transfer of wealth, investment advisory services, wealth management services, financial wealth planning, investment management, financial asset management, and estate planning services;
"INVESTING FOR YOUR FUTURE" Empire Securities Corporation 20th Floor 10 Universal City Plaza Universal City CA 91608 Financial planning;
"MEDICAID ELIGIBILITY MASTERPLAN" Platinum Financial Planning, Inc. P.O. Box 8087 Lakeland FL 33802 Financial planning;MEDICAID ELIGIBILITY MASTER PLAN;
"THE ARCHITECTS OF FINANCIAL SUCCESS" FINANCIAL PLANNING Your Money Matters, Inc. 16 Schooley's Mountain Road P.O. Box 717 Long Valley NJ 07853 financial planning; financing in the fields of mortgages and tuition and counseling related thereto; mutual fund, annuity, insurance and life insurance policy brokerage; financial counseling in the fields of business, investments, and retirement; financial planning related services, namely, investment advice and selection, and portfolio design;FINANCIAL PLANNING;
"THE DREAM CATCHER" Bonis Amy 11316 Centaur Rd Wake Forest NC 27587 Financial planning, namely the creation of personalized strategies to achieve financial independence;
"THE MEDICAID EXPERTS" Platinum Financial Planning, Inc. P.O. Box 8087 Lakeland FL 33802 Financial planning;
"WE BELIEVE THAT THE BEST WAY TO MAKE MONEY IS TO AVOID LOSING IT IN THE FIRST PLACE" American Insurance Brokers Suite 300 3251 E. Warm Springs Rd Las Vegas NV 89120 Financial planning;
"YOUR ADVOCATE THROUGH LIFE'S FINANCIAL DECISIONS" Ambassador Wealth Management 5101 E. La Palma Ave, Suite 100B Anaheim CA 92807 Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services;
"YOUR MONEY IS NOT YOUR WEALTH, YOUR TIME IS." Dugas, John 224 Nico Trail NW Albuquerque NM 87114 Financial planning;
"YOUR PIPELINE TO A WEALTH OF INFORMATION" Piper, Neil K. 1702 Holbrook Street Oakhurst NJ 07755 Financial Planning;
(K)VESTING Envision Wealth Planning, Inc. 1449 S. Michigan Ste 103 Chicago IL 60605 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services;
0N TRACK RETIREMENT PLANNING STATEMENT AON CONSULTING, INC. 200 EAST RANDOLPH STREET CHICAGO IL 60601 Financial planning, namely, providing reports and statements on retirement planning and investment education and employees' financial preparedness for retirement;retirement planning statement;
1522 FINANCIAL 1522 Financial 2250 E 73rd St, Ste 415 Tulsa OK 74136 Financial planning; Financial services, namely, wealth management services;
401K MD Kyle Atkins Financial Group, Inc. 205 S. Pine Street Spartanburg SC 29302 Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, retirement advice and 401(K) management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services;401 K MEDICAL DOCTOR;401K;
401K OPTIMIZER Cordak, Michael C. 2033 Cresthaven Walk Woodstock GA 301896716 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a website featuring non-downloadable videos in the field of financial planning;
401PLAN Gene Richard Hitchcock, Jr. Suite 108 3516 Vann Road Birmingham AL 35235 FINANCIAL PLANNING;401 PLAN;
403(B) ACCELERATOR Knight, David Mc 17 Clearview Farm Road Southampton NY 11968 FINANCIAL PLANNING;403B ACCELERATOR;403(B);
5 BY 55 KW FINANCIAL SERVICES, INC. 1001 Bayhill Drive, Suite 170 San Bruno CA 94066 FINANCIAL PLANNING; FINANCIAL MANAGEMENT; INVESTMENT SERVICES, NAMELY INVESTMENT ANALYSIS, CONSULTATION, AND MANAGEMENT SERVICES; PROVIDING INFORMATION IN THE FIELD OF FINANCES, FINANCIAL PLANNING, FINANCIAL MANAGEMENT, INVESTMENT AND OTHER FINANCIAL BUSINESS INFORMATION, NAMELY INFORMATION REGARDING PERSONAL AND BUSINESS FINANCIAL PLANNING, FINANCIAL RESEARCH, FINANCIAL ANALYSIS, FUNDS INVESTMENT, AND FINANCIAL MANAGEMENT, INCLUDING PROVIDING SUCH INFORMATION VIA GLOBAL COMPUTER NETWORKS;
529ANDMORE.COM Bernard Zweig Apt. 9D 393 West End Avenue New York NY 10024 Financial planning; Financial planning consultation; Insurance brokerage; Insurance consultation;529 AND MORE;
700% SOLUTION VODRA, RICHARD E. 9302 Lee Highway, Suite 750 Fairfax VA 22031 financial planning, including retirement planning; and investment and insurance brokerage;
93 FINANCIAL GROUP 93 Financial Group 600 Unicorn Park Drive Woburn MA 01801 financial planning;FINANCIAL GROUP;
93 FINANCIAL GROUP YOUR ROAD TO FINANCIAL SECURITY 93 Financial Group 600 Unicorn Park Drive Woburn MA 01801 financial planning;FINANCIAL GROUP;
A Loyalty Alliance, Inc. 2501-G Las Posas Rd. #419 Camarillo CA 93010 financial planning, insurance agency services, corporate financial benefit consulting, namely, insurance benefit consulting for corporations and employee benefit plan consulting;ALLIANCE;
A BEACON TO FINANCIAL SUCCESS NAVISTAR FINANCIAL ADVISORS CORPORATION 115 GELDNER AVENUE STATEN ISLAND NY 10306 FINANCIAL PLANNING, ESTATE PLANNING, TAX PLANNING, RETIREMENT PLANNING, EDUCATIONAL PLANNING, AND INSURANCE PLANNING USING COMPUTER ANALYZED DATA AND PERFORMED VIA A GLOBAL COMPUTER NETWORK;
A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT Autumn Lane Advisors 7500 San Felipe, Suite 825 Houston TX 77063 Financial planning; Financial services, namely, wealth management services; Investment management;
A MORE PRINCIPLED 401(K) DIXON HUGHES GOODMAN WEALTH ADVISORS 500 RIDGEFIELD COURT ASHEVILLE NC 28806 Financial planning; Financial planning consultation; Investment advice; Investment advisory services;401(K);
A NEW PERSPECTIVE IN PLANNING MRL Financial 700 Commerce Drive Suite 250 Woodbury MN 55125 Financial planning;
A SANCTUARY FROM THE NOISE Moisand Fitzgerald Tamayo Suite 1170 300 South Orange Avenue Orlando FL 32801 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services;
ABARIS FINANCIAL Abaris Financial Group 9 Damonmill Sq #1F Concord MA 01742 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment management;The word ABARIS has no meaning in a foreign language.;FINANCIAL;
ABLE PLANNING Saybrook Wealth Group, Inc. 288 Main St Old Saybrook CT 06475 Financial planning;ABLE;
ABUNDANT ADVISORS Abundant Advisors 11730 Journeys End Trl Huntersville NC 28078 Financial planning; Financial planning consultation; Financial planning and investment advisory services; Financial planning for retirement; all of the foregoing excluding banking services;ADVISORS;
ABUNDANT LIVING Gilbert & Cook, Inc. 5058 Grand Ridge Drive West Des Moines IA 50265 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial trust planning;
ACCOUNTS RECEIVABLE RETIREMENT PLAN LABINER, PAUL S. Suite K 5499 N Federal Hwy Boca Raton FL 33487 Financial Planning;
ACCREDITED INVESTORS WEALTH MANAGEMENT ACCREDITED INVESTORS, INC. 5200 W. 73rd Street Edina MN 55439 Financial planning, namely, financial analysis, consultation and planning, retirement consultation and planning, estate consultation and planning, philanthropic planned giving consultation and planning, and investment consultation and planning;As to Accredited Investors;Tax planning and consultation services;WEALTH MANAGEMENT;
ACCREDITED UNIVERSITY ADVISORS Brody, Stephen 102 Crestline Place Greenville NC 278346861 Financial planning; Financial planning and investment advisory services; Financial planning, namely, financial and life planning consultation and advice;ADVISORS;
ACCURATE ADVISORY GROUP Accurate Advisory Group Inc. 2211 Ashley Oaks Circle Wesley Chapel FL 33544 Financial planning; Financial services, namely, wealth management services; Insurance information and consultancy;
ADVANCED CAPITAL MANAGEMENT Ziesing, John G. 2500 Boca Ciega Dr N St Petersburg FL 33710 Financial Planning;CAPITAL MANAGEMENT;
ADVANCED FINANCIAL STRATEGIES Ngo, Pierre N. 125 Pacifica, Suite 290 Irvine CA 92718 financial planning, investment management and real estate and business financing services;business planning and tax consultation, assessment and/or consultation;FINANCIAL STRATEGIES;
ADVANCED FINANCIAL STRATEGIES Advanced Financial Strategies, Inc. 5 Hubble Irvine CA 92618 Financial planning, investment management, insurance need analysis and planning and business financing services;Business planning and tax planning consultation services;FINANCIAL;
ADVENTURE WEALTH Adventure Wealth Advisors 111 Calf Canyon Rd Bluff UT 84512 Financial planning; Investment management;
ADVICE SERVICES SKA Associates 9351 Grant Street; Suite 300 Thornton CO 80229 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence;
ADVICESERVER Financial Engines, Inc. 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE CA 94089 Financial planning; financial investment analysis; portfolio allocation management; providing an interactive on-line computer database in the field of financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments;ADVICE SERVER;Providing temporary use of on-line non-downloadable software for use in financial planning, investment analysis, portfolio allocation and for recommendations for selecting specific financial instruments;
ADVISOR SMITH Advisor Smith Inc. 99 WALL STREET SUITE 1802 NEW YORK NY 10005 Financial planning, financial advice, insurance brokerage services, lead generation for others in the fields of financial investments, insurance, mortgage, loans and credit cards;
ADVISORS BRINGING FINANCIAL PLANNING TO LIFE Picone Financial Partners Suite 201 3301 Bonita Beach Rd. Bonita Springs FL 34134 Financial planning;
ADVISORY CREW TCCR Holdings, LTD 2821 W. 7th St. Suite 550 Fort Worth TX 76107 Financial planning;
AEGIS FINANCIAL ADVISORY Alfonso, Joseph 5665 Scenic Meadow Lane San Jose CA 95135 Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management;
AFFIANCE FINANCIAL Affiance Financial, Inc. 10275 Wayzata Boulevard Suite 300 Minnetonka MN 55305 financial planning; estate planning; qualified retirement plan coordination; investment management; and life, disability and long-term care insurance planning for businesses and individuals;FINANCIAL;
AFFILIATED FINANCIAL PLANNERS Dorman, Eric S. 4155 Independence Drive Schnecksville PA 18078 Financial planning;
AFFILIATED FINANCIAL PLANNERS Hock, Thomas C 4155 Independence Drive Schnecksville PA 18078 Financial planning;
AGRILEGACY Galen Dody 125 S. Washington St. Clinton MO 64735 Financial planning, namely, the creation of personalized strategies to achieve financial independence;AGRICULTURE LEGACY;
AI FINANCIAL ADVISOR Ivan Barrero 1595 Farmstead Ln. DeKalb IL 60115 Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, advisory services; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial investment analysis and stock research; Financial management; Financial research; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial valuations; Conducting financial feasibility studies; Providing financial information; Provision of financial information; Strategic financial advisory services;
AIMEE Financial Finesse, Inc. 883 N. Douglas St. El Segundo CA 90245 Financial planning; financial planning for retirement; financial coaching and planning services and reporting; financial coaching services featuring investment strategies, retirement income planning and the like; budget planning; estate planning; providing financial planning and educational information by telephone; providing a website featuring financial planning and financial educational information and featuring website links to other content providers in the field of financial planning; providing financial assessment services, financial coaching services, and financial information services to employees; personalized financial coaching services;
AKILI CAPITAL RYPISTICS LOGISTICS INC Suite 105-565 6965 El Camino Real Carlsbad CA 92009 Financial planning, namely, creating personalized strategies for achieving financial independence, developing and managing charitable giving programs on behalf of wealthy individuals or families, wealth management services, financial risk assessment services, evaluation of real property, and real estate investment services;Business strategic planning services;The English translation of AKILI in the mark is smart or intelligent.;
ALAKAI FINANCIAL PLANNING Blue Canoe Financial Planning, Inc. Suite 603 1200 Westlake Avenue North Seattle WA 98109 Financial planning, investment planning, retirement planning and investment management services;The English translation of ALAKAI in the mark is sea path.;
ALGORITHMS FOR FINANCIAL SUCCESS Uraih, Chukwudi I 2626 Ave Ste 300 Dallas TX 75204 Financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network;
ALIGN WEALTH MANAGEMENT Puckett Financial Advisors 13921 Quail Pointe Drive Oklahoma City OK 73134 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial services, namely, wealth management services;
ALIGN WEALTH MANAGEMENT ALIGN WEALTH MANAGEMENT 13921 Quail Pointe Drive Oklahoma City OK 73134 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial services, namely, wealth management services;WEALTH MANAGEMENT;
ALIGN YOUR INVESTMENTS WITH YOUR VALUES Progressive Investors Network Suite 107 348 Park St North Reading MA 01864 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial management in the field of investment portfolios; Financial retirement plan consulting services; Providing on-line information in the field of charitable monetary giving through financial and estate planning;
ALIGNING LIFE AND WEALTH FOR YOU AND YOUR FAMILY Hyre, James 2074 Arlington Avenue 2074 Arlington Avenue Columbus OH 43221 Financial planning;
ALIGNING VALUES TO FINANCES Carl Grande 440 E. Route 66 Glendora CA 91740 Financial planning;
ALIGNING VALUES, VISION AND WEALTH von Borstel & Associates, Inc. 308 E. 3rd Street, 308 East Third Street The Dalles OR 97058 Financial planning; Investment management;
ALIGNMENT - CAPACITY - SCALE Bleakley Financial Group Suite 300 100 Passaic Ave Fairfield NJ 07004 Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services;
ALINITY Matthew Kubicek 1 Smart Way, Suite 101 Baton Rouge LA 70810 financial planning; investment advising; underwriting of life, variable life, disability, and long term-care insurance; brokerage of group health insurance; mutual fund investment and brokerage; estate and fiduciary trust management; estate planning, estate and trust distribution planning, mutual fund administration and distribution;
ALL SEASONS WEALTH Hausinger Financial 100 N. Tampa Street, Suite 3750 Tampa FL 33602 financial planning; asset management services; estate and charitable giving planning; retirement planning; investment advisory services;
ALLEGACY ALLEGACY FEDERAL CREDIT UNION 1691 Westbrook Plaza Drive Winston-Salem NC 27103 Financial planning;
ALLIANCE WEALTH MANAGEMENT Alliance Wealth Management Group, Inc. 513 West Oak Denton TX 76201 Financial planning;
ALLOS INVESTMENT ADVISORS Allos Investment Advisors Suite 160 12980 Foster Street Overland Park KS 66213 Financial planning; Investment advisory services; Investment management;INVESTMENT ADVISORS;
ALPHA ZERO 2M WEALTH MANAGEMENT 315 Post Road West, Suite 2A Westport CT 06880 Financial planning; Financial advice; Insurance consultancy; Insurance consulting in the field of life, disability, long-term disability, short-term disability insurance; Investment management; Financial consultancy and insurance consultancy; Life insurance brokerage;
ALTAVISTA WEALTH MANAGEMENT Altavista Wealth Management, Inc. Suite 310 4 Vanderbilt Park Drive Asheville NC 28803 Financial planning, wealth management and financial asset management services;ALTA VISTA WEALTH MANAGEMENT;The English translation of ALTA VISTA is high view.;WEALTH MANAGEMENT;
ALTAVRA Altavra Inc. 1546 Corbison Point Place Jupiter FL 33458 Financial planning; Investment advisory services; Investment brokerage; Investment consultation;
ALTERNATIVE ECONOMICS National Strategic Investment Corporation PO Box 1250 Gig Harbor WA 98335 Financial planning; Investment advisory services; Mortgage banking, education;
ALTERNATIVE FINANCIAL PLANNING TIDY WEALTH DESIGNS 1301 Red Butte Ave, Cody WY 82414 1301 Red Butte Ave Cody WY 82414 Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial trust planning;
AMERICA'S RETIREMENT COACH Callahan, Geraldine 17 B River Rd. Nutley NJ 07110 Financial planning; Financial planning for retirement;
AMERICA'S RETIREMENT EXPERT Reese, Michael Suite 100 818 Red Drive Traverse City MI 49684 financial planning;
AMITY CAPITAL Amity Capital 8935 Research Drive, Suite 100 Irvine CA 92618 Financial planning; Financial planning and investment advisory services; Investment advisory services;CAPITAL;
AMPLIFY MY WEALTH Maizes, Alissa Joy Krasner 2727 NW 29th Drive Boca Raton FL 33434 Financial planning; Financial management services offered in-person and online in the field of holistic wealth advising and investment advising in particular as to education, retirement, debt, tax, and budget advising with clients, and providing financial information to help increase financial literacy;
ANNEX IGNITE Annex Wealth Management 12700 West Bluemound Road, Suite 200 Elm Grove WI 53122 Financial planning; financial retirement plan consulting services; estate planning; fiduciary services, namely, fiduciary representative services; investment management services;Tax planning, advice, information and consultancy services relating to tax reduction;
APRIDAQUOTE APRIDA, INC Suite 207 41769 Enterprise Circle N. Temecula CA 92591 Financial planning, consultation, research and analysis;APRIDA QUOTE;
ARC ASSET RISK COST Roger J Conde Ste. 730 898 N. Pacific Coast Highway El Segundo CA 90245 Financial planning; Financial planning for retirement;ASSET RISK COST;
ARETE WEALTH MANAGEMENT Arete Wealth Management 1699 E. Woodfield Rd., Suite 565 Schaumburg IL 60173 financial planning, financial asset management, investment banking services, traditional broker/dealer services involving securities; The English translation of the word ARETE in the mark is virtue.;WEALTH MANAGEMENT;
ARGYLE WEALTH ADVISORS Apeliago Wealth Advisors 2140 S DuPont Highway Camden DE 19934 Financial planning; Investment advisory services;
ARK ADVISORS Clarinity, Inc. 908 E Jefferson St., Suite 201 Charlottesville VA 22902 Financial planning; Investment management;
ARKWRIGHT FINANCIAL ADVISORS Chamberlain, Robert 887 Rancheros Dr San Marcos CA 92069 Financial planning; Insurance brokerage; Investment management;FINANCIAL ADVISORS;
ARRIVITY 603 Financial, Inc. 1200 Westlake Ave North; Suite 603 Seattle WA 98109 Financial planning; investment planning in the nature of investment advisory planning; financial retirement planning and investment management;
ARTISTRY WEALTH MANAGEMENT Artistry Wealth Management 700 Central Avenue, Suite 300 St. Petersburg FL 33701 Financial planning; Financial planning consultation; Financial planning, namely, providing personal and business financial plans with detailed recommendations; Financial administration of retirement plans, executive benefit plans; Financial management in the field of investment portfolios, 401(k) plans, group benefit plans; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Financial advice, namely, budget planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Special-needs planning; Cash management; Providing information and research in the field of finance and financial investments; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advisory services; Investment consultancy; Investment management; Investment brokerage; Investment of funds; Investment of funds for others; Advice relating to investments; Investment advice in the fields of securities and retirement; Investment consultation in the fields of securities and retirement; Investment management in the fields of securities and retirement; Investment of funds for others in the fields of securities and retirement; Capital investment services; Consultancy of capital investment; Fund investment consultation; Commodity investment advice; Investment by electronic means; Investment risk assessment services; Private equity fund investment services; Financial investment analysis and stock research; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment in the field of securities; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities; Annuity services, namely, account and investment administration; Investment management of and distribution of variable annuities; Mutual fund brokerage; Securities brokerage; Commodity brokerage; Brokerage of bonds; Life insurance brokerage; Stock brokerage services; Stocks and bonds brokerage; Financial investment brokerage; Brokerage services for capital investments; Brokerage of shares and other securities; Brokerage services for stocks and bonds; Brokerage of shares or stocks and other securities; Brokerage in the field of stocks, mutual funds, bonds, insurance, annuities; Investment brokerage; Securities brokerage services, including stock and bond brokerage; Broker-dealer financial services in the field of stocks, mutual funds, bonds, insurance, annuities; Insurance services, namely, underwriting life, disability and long term care; Insurance services, namely, underwriting, issuance and administration of life, disability and long term care insurance; Insurance underwriting consultation; Insurance services, namely, underwriting, issuing and administration of life insurance; Underwriting of life, variable life, disability, and long-term care insurance; Mutual fund investment; Mutual fund distribution; Mutual fund brokerage; Mutual fund planning services; Mutual fund advisory services; Mutual fund development services; Mutual funds and capital investment; Mutual fund administration and distribution; Advisory services relating to mutual funds; Providing information in the field of employee financial benefit plans; Providing information about healthcare insurance plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial services, namely, savings programs for youths; Estate planning; Estate trust planning; Estate and trust distribution planning;Business planning; Business succession planning; Business risk management; Business risk assessment; Business consulting, management, and planning services in the field of Employer Benefits, 401(k), 403(b), Executive Benefits; Business, stock option and pension valuation; Cost management for the Group Health, Life, Disability, Dental, Vision, Retirement Plan benefit plans of others; Cost management for the health care benefit plans of others; Cost management for the health benefit plans of others; Administration of employee benefit plans concerning Group Health, Life, Disability, Dental, Vision, Retirement Plan;
ASCENDOR WEALTH Ascendor Holdings 5700 Oleandor Drive Wilmington NC 28403 Financial planning;WEALTH;
ASPEN FINANCIAL & INSURANCE SERVICES Aspen Advisory Group, Inc. 100 Pacifica, Suite 130 Irvine CA 92618 Financial planning, investment management, estate planning and financial evaluation for insurance purposes;ASPEN FINANCIAL AND INSURANCE SERVICES;FINANCIAL & INSURANCE SERVICES;
ASSET CLARIFIER Benchmark Advisory Group, Inc. 1151 S. Buffalo Drive Suite 203 Las Vegas NV 89117 Financial Planning;ASSET;
ASSET DEVOTION Blue Ocean Portfolios Suite 205 1588 S. Lindbergh St. Louis MO 63131 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement;ASSET;
ASSET MANAGEMENT T-SQUARE USA Wealth Management 50 Louis St. NW, Ste. 400 Grand Rapids MI 49503 Financial planning;ASSET MANAGEMENT;
ASSET PROTECTION AND INCOME PLANNING FOR THOSE 60 AND BETTER The Senior Financial Center, Inc. 330 Sunrise Highway Rockville Centre NY 11570 Financial planning, financial analysis and consultation and insurance brokerage services for senior citizens;
ASSET PROTECTION FOR THOSE 60 AND BETTER Senior Financial Center, Inc., The 330 Sunrise Highway Rockville Centre NY 11570 financial planning, financial analysis and consultation and insurance brokerage services for senior citizens;
ASSET PROTECTION FOR THOSE 60 AND BETTER The Senior Financial Center, Inc. 330 Sunrise Highway Rockville Centre NY 11570 financial planning, financial analysis and consultation and insurance brokerage services for senior citizens;
ASSET-MAP Asset-Map, Inc. 153 Timothy Circle Radnor PA 19087 Financial planning;
ASSETTRAK.COM Boston 128 Companies, Inc. 3 university Office Park 95 Sawyer Road, Suite 110 Waltham MA 024533471 financial planning;ASSET TRACK COM;
ASSOCIATED PROFESSIONAL COUNSEL LLC Associated Professional Counsel 606 Baltimore Avenue Suite 307 Towson MD 21204 FINANCIAL PLANNING, EVALUATION AND CONSULTATION SERVICES;ASSOCIATED PROFESSIONAL COUNSEL LLC;
AT THE CENTER OF YOUR LIFE'S PLAN. Core Wealth Management, Inc. 4600 Military Trail #215 Jupiter FL 33458 Financial planning; Financial services, namely, wealth management services; Investment management;
 

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

   
Technical Examples
  1. A financial transaction network includes a customer network serviced by a host processor. The financial transaction network provides customers with a plurality of diverse and interchangeable financial products and financial services that customers may utilize to directly manage their financial assets. The host processor acts as a communications switch validating incoming transaction requests and routing them to specialized subsystems. The host processor maintains central records that can be accessed by network participants. The financial transaction network enables customers to continually interchange account values relating to any financial product, or financial service within the network. With its accessibility, speed and finality of settlement, the network permits these interchanges to be accomplished with maximum efficiency.