FINANCIAL ADVICE

Brand Owner (click to sort) Address Description
" DEBT SNOWBALL" Heroes Academy 21 Buford Rd. Suite H. Richmond VA 23235 Financial advice; Financial consultation; Financial consulting; Financial management; Financial planning;DEBT;
"ARE TAXES TAKING A BITE OUT OF YOUR ASSETS?" Trowbridge, Jennifer 6181 balboa circle #403 Boca Raton FL 33433 Financial advice; Financial consulting; Financial planning;
"PERSONAL FOCUS, GLOBAL PERSPECTIVE" Sunset Partners Capital Management #203 3000 Dundee Road Northbrook IL 60062 Financial advice;
"WE WORK FOR YOU, NOT FOR COMMISSIONS" Retirement Planning Services, Inc. 3605 Twilight Court Oakton VA 22124 Financial advice; Financial advice and consultancy services; Financial analysis and consultation; Financial consulting; Financial information and advisory services; Financial planning and investment advisory services; Financial planning for retirement; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;
1650 WEALTH MANAGEMENT Balcom, Thomas W. 1650 S. Dixie Highway, Suite 201 Boca Raton FL 33432 Financial advice;WEALTH MANAGEMENT;
1776 CAPITAL MANAGEMENT GROUP LEVIN, DANIEL S 990 CROSS LANE BLUE BELL PA 19422 Financial advice; Investment management;CAPITAL MANAGEMENT GROUP;
1776 CAPITAL MANAGEMENT GROUP Blatz, Michael 22 Terrell Drive Washington Crossing PA 18977 Financial advice; Investment management;CAPITAL MANAGEMENT GROUP;
A BETTER WAY TO INSURANCE Insurance Whisperer Associates Suite 175B 2400 Camino Road San Ramon CA 94583 Financial advice;
A BLUEPRINT FOR FINANCIAL CLARITY Lundervold, Ryan 11161 Stillwater Lane Woodbury MN 55129 Financial advice;
A&P CLOUD A&P Capital 1110 Myrtle Drive Sunnyvale CA 94086 A AND P CLOUD;financial advice; financial advice and consultancy services; providing a website featuring financial advice; financial services, namely, investment advice and investment consultation; financial advices, namely, assured income investment strategies; consulting services related to financial risk management and evaluation through the use of data analysis and algorithm; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial predictive analytics services; target retirement income analysis;CLOUD;Providing a website containing online non-downloadable software applications for providing advice on investment funds; providing a website containing online non-downloadable software applications for balancing investment fund portfolios; providing online non-downloadable software featuring algorithms for determining the specific target retirement income; online non-downloadable software featuring algorithms for use in predicting and assessing risk in the field of finance; online non-downloadable software for use in predicting and assessing risk in the field of finance; design and development of computer software featuring assured income algorithms; providing temporary use of web based cloud-computing software for providing information on financial retirement products; software as a Service (Saas) services featuring computer software for financial retirement plan management; software as a Service (SaaS) featuring cloud platform software for application service development for financial retirement products;
ABSOLUTE OPPORTUNITIES FUND Absolute Investment Advisers 383 Central Avenue, Ste. 259 Dover NH 03820 Financial advice; 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;OPPORTUNITIES FUND;
ACTUAL NET WORTH Abacus Wealth Partners 7182 Healdsburg Avenue Sebastopol CA 95472 Financial advice;NET WORTH;
ACUMENIAN ACUMENIAN PO BOX 9024051 SAN JUAN 009024051 Puerto Rico Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, budget planning, capital investment, and financial projections; Financial analysis; Financial consulting; Financial risk management consultation; Strategic corporate financial advisory services;
ADVANCED ADVISOR GROUP McAdam Financial Group Suite 1600 1880 JFK Boulevard Philadelphia PA 19103 Financial advice; Financial consulting; Financial planning;ADVISOR GROUP;
ADVANCED ADVISORY MODEL McAdam Financial Group Suite 1600 1880 JFK Boulevard Philadelphia PA 19103 Financial advice; Financial consulting; Financial planning;ADVISORY MODEL;
ADVENIRE WEALTH MANAGEMENT Advenire Wealth Management 1755 Telstar Drive, Suite 300 Colorado Springs CO 80920 Financial advice; Financial consultation in the field of cryptocurrency; Financial consulting; Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Investment management;WEALTH MANAGEMENT;
ADVISHER Leiser, Brittan M 617 Falls Road Chagrin Falls OH 44022 Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial information via a web site; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations;
ADVISORY SATISFACTION PROMISE HUNTINGTON BANCSHARES INCORPORATED 41 South High Street Columbus OH 43215 Financial advice; Financial planning; Financial services, namely, wealth management services;ADVISORY;
AFNO Afno Financial Holdings Corporation 1031 Visor Dr San Antonio TX 78258 Financial advice, namely, budget planning; Financial planning consultation; Financial planning for retirement; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Insurance consultancy;
AFROECONOMICS Jennifer "JB" Bryan Suite 300 3900 Westerre Parkway Richmond VA 23233 Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, financial structuring services, financial risk assessment services; financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; 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 asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial counseling services, namely, helping others build a better working relationship with their money; Financial credit scoring services; Financial evaluation for insurance purposes; Financial information; Financial information processing; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management; Financial securities exchange services; Financial services in the nature of an investment security; 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, credit repair and restoration; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; On-line financial planning services; On-line trading of financial instruments, shares, options and other derivative products; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Providing a web site featuring personal financial information and financial advice; Providing a web site featuring the ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments posted by users; Providing a web site that assists financial professionals in the management of retirement accounts; Providing an internet website portal in the field of financial transaction and payment processing services; Providing emergency financial assistance for individuals and families; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information in the field of financial stock and equity markets; Providing information on government financial assistance programs; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing on-line financial calculators; Strategic corporate financial advisory services; Strategic financial advisory services;AFRO ECONOMICS;Color is not claimed as a feature of the mark.;
AFTER DIVORCE FINANCIAL SURVIVAL KIT Arons & Associates Divorce Planning 1932 Bristol Ct. Brentwood TN 37027 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial consultancy; Financial consultation; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information; Financial services, namely, credit repair and restoration; Financial services, namely, debt resolution services in the nature of debt settlement and elimination; Providing financial information; Provision of financial information; Strategic financial advisory services;AFTER DIVORCE FINANCIAL;
ALL FOR ONE Rex Jackson 104 E. Olive Ave. Redlands CA 92373 Financial advice; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial planning and investment advisory services;Financial records management; Preparation of reports relating to finance and investments; Tax and taxation planning, advice, information and consultancy services;
ALLIED INTEGRATED WEALTH Allied Integrated Wealth Suite 400 250 Monroe NW Grand Rapids MI 49503 Financial advice; financial advisory and consultancy services, namely, holistic wealth management and tax investment management; financial advisory and consultancy services; financial analysis and consultation; financial consulting; financial information and advisory services; financial management; financial planning; financial planning for retirement; financial portfolio analysis services; financial portfolio management; financial research and information services; financial services, namely, wealth management services; financial retirement plan consulting services; strategic financial advisory services;Tax consultation;INTEGRATED WEALTH;
AMERICAN SUMMIT FINANCIAL American Summit Financial 1856 Franklin St Unit 8 San Francisco CA 94109 Financial advice; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Insurance services, namely, insurance eligibility review and verification and consultation in the life, accident, health, and longterm care insurance industry; Insurance services, namely, underwriting, issuing and administration of life insurance; Investment advice; Investment consultancy; Investment management; Life insurance brokerage; Capital investment services; Financial asset management; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Funds investment; Mutual funds and capital investment;AMERICAN AND FINANCIAL;
AMIDA WEALTH ADVISORS Amida Wealth Advisors 218 NW 24th St. Miami FL 33127 Financial advice; Financial consultancy; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services;WEALTH ADVISORS;
ANCHOR SECURITIES ANCHOR BANK 4500 PGA Blvd, Suite 111 Palm Beach Gardens FL 33418 Financial advice; Financial analysis and consultation; Financial consultancy; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment advisory services; Investment consultation; Investment management; Strategic financial advisory services;SECURITIES;
ANCHORING YOUR FUTURE Karstens, Jake 1415 W 22nd St Tower Floor Oak Brook IL 60523 Financial advice; Insurance agency and brokerage;
ANNUINOTE Rowswell, Steven C. 513 Preserve Point South Jupiter FL 33458 Financial advice; Financial advisory and consultancy services; Financial analysis; Financial analysis and consultation; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial portfolio management; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Strategic financial advisory services;
ANNUINOTE REDEFINING RETIREMENT INCOME Rowswell, Steven C. 513 Preserve Point South Jupiter FL 33458 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis; Financial consultancy; Financial consultancy and insurance consultancy; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio analysis services; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Strategic financial advisory services;RETIREMENT INCOME;
ANNUITY OUTLET RAAMPS 11534 GLOWING SUNSET LANE LAS VEGAS NV 89135 Financial advice; Financial analyses; Financial consultancy; Investment management of and distribution of annuities;ANNUITY;
ANNUITYSPEAK The Annuity Foundation 3610 Columbine Circle Charlotte NC 28211 Financial advice; Financial advice and consultancy services; Investment advice; Issuance and administration of annuities; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;ANNUITY SPEAK;
APK SOLUTIONS LLC APK Solutions 17295 Arrowood Pl Round Hill VA 20141 Financial advice, namely, budget planning; Financial consulting;LLC;Consulting in the field of IT project management; IT consulting services; Software engineering services;
APOLLO ASSETS Apollo Assets 2181 White Lane Drive Chesterfield MO 63017 Financial advice; Financial investment analysis and stock research; Fund investment consultation; Investment advice;ASSETS;
AQUIVIA Aquivia c/o Clayton Vernon 13 Collinwood Road Maplewood NJ 07040 Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial analyses; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 consultancy; Financial consultation; Financial consultation in the field of fuels, diesel fuel, biofuel and biodiesel fuel.; Financial consultation in the field of Energy and Commodities; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial due diligence; Financial forecasting; Financial information; Financial information in the nature of rates of exchange; Financial information provided by electronic means; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial management; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, raising debt and equity capital for others; Financial services, namely, raising money for the hedge funds of others;
ARABIAN GULF FUND Arabian Gulf Holdings One East 555 Park Avenue New York NY 10065 Financial advice; Financial portfolio management; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services;FUND;
ARBOR FINANCIAL ADVISORS Danny Delgado 1529 W 18th Pl Apt.4R Chicago IL 60608 Financial advice; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial investment brokerage; Financial management; Financial planning; Financial planning consultation; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance information and consultancy; Life insurance underwriting;
ARGENT STRATEGIES Argent Holdings 230 NE 4th Street, Apt. 211 Miami FL 33132 Financial advice, namely, budget planning; Financial consultation in the field of early-stage startups, small businesses, and web3 projects;Business consulting services in the field of early-stage startups, small businesses, and web3 projects; Business consulting, management, and planning services in the field of early-stage startups, small businesses, and web3 projects; Market research services in the field of early-stage startups, small businesses, and web3 projects; Providing business advice in the field of early-stage startups, small businesses, and web3 projects;
ARK FINANCIAL Jeff Socha 1101 Quaker Ridge Dr Austin TX 78746 Financial advice; Financial analyses; Financial analysis; Financial consultancy; Financial consultation; Financial consulting; Financial information; Financial planning;
ARTIFICECLUB Artifice Investments 158 Concord Rd Apt. A11 Billerica MA 01821 Financial advice; Financial information and advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial valuation of personal property and real estate; Financing services; Investment by electronic means; Investment clubs; Providing a web site featuring personal financial information and financial advice; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing on-line news in the field of finance;ARTIFICE CLUB;
ASTRA CAPITAL MANAGEMENT Astra Capital Management Limited Liability Company 99 Madison Avenue Suite 631 New York NY 10016 Financial advice; Financial consultancy; Financial consulting; Financial portfolio management;
ATC FINANCIAL SERVICES LLC ATC Financial Services 2005 N CONWAY AVE STE A MISSION TX 78572 Financial advice; Financial consulting; Financial information; Financial management; Financial planning; Financial retirement plan consulting services; Health insurance cooperative services in the nature of underwriting, issuing and administration of health insurance; Insurance services, namely, underwriting, issuing and administration of life insurance; Advice on finance during retirement;
AUROMONT ADVISORS AUROMONT 434 Bloomfield Rd Burlingame CA 94010 Financial advice; Financial planning; Financial planning and investment advisory services; Investment advice;ADVISORS;
AUTOMATE MY CREDIT Delacruz, Anthony 15 Harold Avenue Greenwich CT 06830 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial counseling services, namely, helping others build a better working relationship with their money; Financial portfolio analysis services; Financial services, namely, credit repair and restoration; Financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Financial planning and investment advisory services; Strategic corporate financial advisory services; Strategic financial advisory services;
AXIAL KAX 220 EAST 42ND STREET NEW YORK NY 10017 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy;
AXIONEX AXIONEX, S.A.P.I. DE C.V. AV. VASCONCELOS #195 SANTA ENGRACIA SAN PEDRO GARZA GARCÍA NUEVO LEON 66267 Mexico Financial advice; Financial advice and consultancy services; Financial analysis; Financial analysis and consultation; Financial consulting; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment brokerage; Financial investment brokerage services; Financial loan consultation; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial trust operations; Insurance agency and brokerage; Insurance information and consultancy; Insurance underwriting services for all types of insurance; Monetary exchange operations; Real estate agency services; Real estate appraisal and valuation; Real estate brokerage; Real estate consultation; Real estate financing services; Real estate investment consultancy; Real estate investment services; Real estate lending services; Real estate management consultation; Real estate management services; Appraisal and evaluation of real estate; Appraisals for insurance claims of real estate; Arranging of loans; Assessment and management of real estate; Commercial and residential real estate agency services; Credit and loan services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial services, namely, vehicle title loans; Financial valuation of personal property and real estate; Financing of loans; Installment loans; Providing financial information; Providing real estate listings and real estate information via a website; Providing real estate listings and real estate information via the Internet; Providing information in the field of real estate; Providing investors with financial information;The wording AXIONEX has no meaning in a foreign language.;
AYUDA FINANCIAL SERVICES Ayuda Financial & Insurance Company, Inc. 240 Golden Gate Ave, Suite 105 San Francisco CA 94102 Financial advice; Financial planning; Insurance agency and brokerage;Business consultancy; Tax and taxation planning, advice, information and consultancy services;The English translation of AYUDA in the mark is HELP.;FINANCIAL SERVICES;
BALANCE.FORM Jehn, Matthew 155 Lake Ridge Dr Worthington OH 43085 Financial advice; Financial analyses; Financial analysis; Financial consultancy; Financial consultation; Financial consulting; Financial exchange; Financial forecasting; Financial information; Financial management; Financial planning; Financial research; Financial valuation of wool; Financial valuations;
BANKABLE FACTS Bankable Facts 3604 Glenarm Avenue Baltimore MD 21206 Financial advice; Financial consultancy; Financial consulting; Financial information; Financial management; Financial planning and investment advisory services; Investment advice; Investment consultancy; Investment consultation; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services;
BAUCH WEALTH MANAGEMENT GROUP Bauch, Brett A 1509 Parmenter Street Middleton WI 53562 Financial advice; Financial asset management; Financial consultation; Financial consulting;
BE THE BANK Yellen, Windsor P.O. Box 2645 Elizabeth CO 80107 Financial advice; Investment advice;
BEAR MARKET NAVIGATOR Bear Market Navigator 2225 N.E. 17th Terrace Wilton Manors FL 33305 Financial advice; Financial advice and consultancy services; Financial analysis and research services; Financial consultancy; Financial research; Financial research and information services; Providing financial information;Analyzing and compiling data for measuring the performance of financial markets;BEAR MARKET;
BEEKMAN WEALTH ADVISORY Beekman Wealth Advisory Suite 202 620 Fifth Avenue New York NY 10020 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment risk assessment services; Advice relating to investments; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing investors with financial information; Strategic financial advisory services;
BEST MONEY MOVES Best Money Moves Suite 200 361 Park Ave Glencoe IL 60022 Financial advice; Financial advice, namely, budget planning; Financial analyses; Financial analysis; Financial consultancy; Financial consultation; Financial consulting; Financial information; Financial information processing; Financial information provided by electronic means; Financial management; Financial management via the Internet; Financial planning; Financial planning consultation; Financial planning for retirement; Financial research and information services; Financial services, namely, credit repair and restoration; On-line financial planning services; Providing financial information via a web site; Providing on-line financial calculators;
BET ON YOURSELF MONEY MANGEMENT Howell & Associates Consulting Group 2201 Main St. Suite 845 Dallas TX 75201 Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy; Financial consultation; Financial consulting; Financial information; Financial information and advisory services; Financial information provided by electronic means; Financial management; Financial management via the Internet; Financial planning; Financial trust planning; Financial valuations; On-line financial planning services; Providing financial information; Providing on-line financial calculators;
BEYOND TRADITIONAL ADVICE Centennial Wealth Advisory 125 N Weinbach Avenue, Suite 440 Evansville IN 47711 Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Investment advice; Investment advisory services; Investment management of and distribution of annuities; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments;
BEYOND TRADITIONAL ADVICE Gates, Gary Eugene 1671 Bayard Park Drive Evansville IN 47714 Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Investment advice; Investment advisory services; Investment management of and distribution of annuities; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments;
BIG SATS TAKE LITTLE SATS Charles J Kelly 11626 Glenwolde Dr Houston TX 77099 Financial advice; Financial advice and consultancy services; Financial analyses; Financial analysis and consultation; Financial consultancy; Financial consultation in the field of Cryptocurrency and cryptocurrency seminars; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, advising in the field of cryptocurrency; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations;
BIG STATS TAKE LITTLE STATS Charles J Kelly 11626 Glenwolde Dr Houston TX 77099 Financial advice; Financial analyses; Financial analysis and consultation; Financial consultancy; Financial consulting; Financial forecasting; Financial information; Financial information and evaluations; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information;
BLACK TORO CAPITAL Black Toro Capital Partners, S.a.r.l. 1528 Lëtzebuerg 8a Boulevard de la Foire Luxembourg Luxembourg Financial advice; Financial analysis and consultation; Financial analysis and research 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 asset management; Financial consulting; Financial due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial investment in the field of securities; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial loan consultation; Financial management; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research; Financial research and information services; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, business fundraising for others; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, raising debt and equity capital for others; Financial services, namely, raising money for the hedge funds of others; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial valuations;The English translation of TORO in the mark is BULL.;CAPITAL;
BLCKSTR BLCKSTR Services & Holdings 18-20 Lackawanna Plaza Montclair NJ 07042 Financial advice; Financial asset management; Financial consultation; Financial management; Financial planning; Real estate agency services; Real estate consultancy; Real estate investment services; Providing information in the field of finance; Providing information in the field of personal finance;Business management; Business management advice; Business management analysis; Business management consulting; Business management and enterprise organization consultancy;
BLUE CHIP SUSTAINABLE FUNDS Firestein, Jonathan A. 207 Murray Ave. Kentfield CA 94904 Financial advice; Financial analysis; Financial consultancy; Financial consulting; Financial research;
BLUE COLLAR BUDGET Terina Bainter 912 18th St NW Puyallup WA 98371 Financial advice, namely, budget planning;BUDGET;
BOLLINGER BANDS Bollinger, John Asher Suite 315 111 N. Sepulveda Blvd. Manhattan Beach CA 90266 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial forecasting; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services;
BOLSA Roberto Esquivel 6055 E Washington Boulevard, Suite 240 Commerce CA 90040 Financial advice; Financial analyses; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial information; Financial information and advisory services; Financial management; Financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; financial advisement for the Latin and Hispanic community; Financial risk management; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment risk assessment services; Capital investment consulting; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation for the Spanish community; 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, electronic transfer or debit card over a global data network; Fund investment consultation; Funds investment; Issuing prepaid credit cards; Monitoring financial markets for investment purposes; Providing financial information; Providing financial information via a website; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement directed primarily at the Spanish speaking community; Provision of financial information;The English translation of BOLSA in the mark is Bag.;
BOOMERS WEALTH SUMMIT Phelps, Gregory D 9484 W. Flamingo Rd. #205 Las Vegas NV 89147 Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial information; Financial information and advisory services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial services, namely, debt settlement; Financial services, namely, mortgage planning; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Advice on finance during retirement; Advice relating to investments; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment services; Commodity investment advice; Consultancy of capital investment; Financial investment analysis and stock research; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Funds investment; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing investors with financial information; Strategic financial advisory services;
BOSTON HARBOR WEALTH ADVISORS Boston Harbor Wealth Advisors 1400 Computer Drive, Suite 201 Westborough MA 01581 Financial advice; Financial analysis and consultation; Financial consultancy; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment advisory services; Investment consultation; Investment management; Strategic financial advisory services;WEALTH ADVISORS;
BOTTLE CAP Zoe Feldman Apt 1D 310 E 12 Street New York NY 10009 Financial advice; Financial advice and consultancy services; Financial analysis and research services; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio management; Financial research; Funds investment;
BRIDGINGREALITY King, Damian J 410 The Breeze 6-8 Wirra Drive New Port Port Adelaide Adelaide 5015 Australia Financial advice, namely, budget planning; Financial services, namely, money lending;BRIDGING REALITY;Medical consultations provided via phone, online chat or videoconferencing;
BRINGING SUCCESS TO SUCCESSION Jenny Ray N7176 Lakeshore Ave Elkhorn WI 53121 Financial advice; Financial advisory and consultancy services; Providing financial information;
BRISTOL WEALTH GROUP BRISTOL COUNTY SAVINGS BANK 29 Broadway Taunton MA 02780 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial consultation; Financial consulting; Financial information and advisory services; Financial investment brokerage; Financial investment brokerage services; Financial management; 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 portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services;WEALTH GROUP;
BUCHANAN WEALTH MANAGEMENT Buchanan, Matthew S. 11710 Plaza America Dr. Suite 2000 Reston VA 20190 Financial advice; Financial asset management; Financial investment analysis and stock research; Financial planning; Financial retirement plan consulting services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others;
BUCKHORN Patton Jr., Julian F. 1221 Megwood Drive Charlotte NC 28277 Financial advice; Financial planning; Financial portfolio management; Investment management; Providing financial consultation services to individuals, businesses, and institutions; Providing information in the field of financial stock and equity markets;
BUCKSAPP Bucksapp Corp 2222 Ponce de Leon Blvd. Office 06-119 Miami FL 33134 Financial advice; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial credit scoring services; Financial information processing; Financial information provided by electronic means; Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; Financial services, namely, credit repair and restoration; Financial services, namely, microfinance lending services; Financial services, namely, money lending; Financial services, namely, savings programs for youths; Providing financial information; Providing a web site featuring personal financial information and financial advice; Providing emergency financial assistance for individuals and families; Providing on-line financial calculators;
BUDGET REFEREE Budget Referee 161 Berwick Dr 161 Rockingham VA 22801 Financial advice, namely, budget planning;BUDGET;
BUDGETOLOGIST Hello My Name Is 35 Old Canton Street Alpharetta FL 30009 Financial advice;
BUDGETOLOGY Hello My Name Is 35 Old Canton Street Alpharetta FL 30009 Financial advice;
BUDGETS FOR RICH PEOPLE Cummins, Kathleen 11719 Hunter Lane NW 11719 Hunter Lane NW Gig Harbor WA 98332 Financial advice, namely, budget planning;
BUDGETS FOR RICH PEOPLE Cummins, PScott 11719 Hunter Lane NW 11719 Hunter Lane NW Gig Harbor WA 98332 Financial advice, namely, budget planning;
BUDGETSIMPLE BudgetSimple 6556 Northumberland St Pittsburgh PA 15217 Financial advice, namely, budget planning; Providing information in the field of personal finance;BUDGET SIMPLE;Providing a secured-access, members only website featuring technology that gives members the ability to manage their personal finances; Providing a web site featuring technology that enables users to manage their personal finances; Providing a website featuring resources, namely, a website featuring primarily non-downloadable software for managing their personal finances and also featuring non-downloadable publications in the nature of personal finance in the field of personal finance;
BUILDING WEALTH TAKES TIME. START INVESTING IN YOUR FUTURE TODAY. Elemental Capital Management 4101 Cox Rd., Suite 340 Glen Allen VA 23060 Financial advice; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis; Financial analysis and research services; Financial asset management; Financial consulting; Financial due diligence; Financial investment analysis and stock research; Financial management in the field of investment portfolios; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio 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; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;
BUILDING WEALTH TODAY FOR TOMORROW Office of the Chicago City Treasurer joseph.ponsetto@cityofchicago.org 121 N LaSalle Street, Room 106 Chicago IL 60602 Financial advice; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial information; Financial information and advisory services; Financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial information;Job and personnel placement; Job placement; Organizing and conducting job fairs;
BULLETPROOF RETIREMENT VanWeelden, John D. 5283 Stallion Ct. West Chester OH 45011 Financial advice;
BULLION GATEWAY Gold Frontiers 57 Exchange Street, Suite 400 Portland ME 04101 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; 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 consulting; Financial information and evaluations; Financial planning and investment advisory services; Financial portfolio analysis services; Financial risk assessment services; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, gold trading; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing on-line stored value accounts in an electronic environment; Foreign exchange transactions; Investment risk assessment services; On-line escrow service for exchange of services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing financial information, news, and commentary in the field of political campaigns; Providing information and research in the field of finance and financial investments; Providing stock market information; Providing stock/securities market information;BULLION;
BUSINESS XRAY TXB 646 Hwy 18 East Brunswick NJ 08816 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial information in the nature of rates of exchange; Financial information provided by electronic means; Financial loan consultation; Financial planning; Financial planning consultation; Online financial planning services; Providing financial information; Providing on-line financial calculators; Provision of financial information; Credit and financial consultation; Credit consultation; Debt counseling services; Debt management consultation; Providing on-line news in the field of finance;BUSINESS X RAY;BUSINESS;
CALAMOS GROWTHWORKS CALAMOS INVESTMENTS 2020 CALAMOS COURT NAPERVILLE IL 60563 Financial advice; Financial analyses; Financial analysis and consultation; Financial asset management; Financial consulting; Financial investment in the field of securities; Financial portfolio management; Investment services, namely, investment consultation, investment of funds for others, and investment management;CALAMOS GROWTH WORKS;
CALIFORNIA CREDIT UNION WEALTH MANAGEMENT California Credit Union www.ccu.com Compliance Dept. Glendale CA 91203 Financial advice, namely, budget planning; Financial consultancy; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment analysis and stock research; Providing insurance premium rate quotes via on-line, telephone and mail means; Investment of funds; Providing information in the field of financial stock and equity markets;CALIFORNIA CREDIT UNION has become distinctive of the goods/services, as demonstrated by the attached evidence; CALIFORNIA CREDIT UNION has become distinctive of the goods/services through the applicant's substantially exclusive and continuous use of the mark in commerce that the U.S. Congress may lawfully regulate for at least the five years immediately before the date of this statement; CALIFORNIA CREDIT UNION has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for sufficiently similar goods/services of active U.S. Registration No(s). 5500729;CREDIT UNION AND WEALTH MANAGEMENT;
CALVERT STRATEGIC ENGAGEMENT OVERLAY Calvert Group, Ltd. Suite 1000N 4550 Montgomery Ave. Bethesda MD 20814 Financial advice;
CALVERT SUSTAINABILITY ASSESSMENTS Calvert Group, Ltd. Suite 1000N 4550 Montgomery Ave. Bethesda MD 20814 Financial advice;SUSTAINABILITY ASSESSMENTS;
CALVERT-HENDERSON QUALITY OF LIFE INDICATORS Calvert Group, Ltd. Suite 1000N 4550 Montgomery Ave. Bethesda MD 20814 Financial advice;
CALVERT-HENDERSON QUALITY OF LIFE INDICATORS CALVERT INVESTMENTS, INC. 4550 Montgomery Ave. Bethesda MD 20814 Financial advice;QUALITY OF LIFE INDICATORS;
CAMBRIDGE GLOBAL VENTURES Melony Mahaarachchi 19528 Ventura Blvd suite 219 Tarzana CA 91356 Financial advice; Financial analyses; Financial asset management; Financial consultancy; Financial due diligence; Financial information and advisory services; Financial investment analysis and stock research; Financial investment brokerage services; Financial management; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial valuations; Conducting financial feasibility studies; Providing financial information and financial advice via a website; Strategic financial advisory services;
CASH FLOW FOREVER SYSTEM Hanna Commercial 10701 Lomas NE Suite 201 Albuquerque NM 87112 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial consultation; Financial consultation in the field of Real Estate; Financial due diligence services in the field of real estate; Financial investment in the field of Real Estate; Financial planning; Financial planning and investment advisory services; 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; Financial valuation of personal property and real estate;CASH FLOW AND SYSTEM;
CASH FLOW MAPPING Cash Flow Mapping 1100 Market St., Suite 600 Chattanooga TN 374022933 Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial information and advisory services; Financial planning and investment advisory services; On-line financial planning services; Providing on-line financial calculators;CASH FLOW;
CASUAL FINANCE Casual Finance 1120 S 35th St Renton WA 98055 Financial advice; Financial consulting; Financial information; Financial planning; Financial planning for retirement; Financing services; Administration of employee benefit plans concerning insurance and finance; Advice on finance during retirement; Banking and financing services; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial consulting services, namely, expert analysis in finance; Information, advisory, consultancy and research services relating to finance and investments; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations;FINANCE;
CAUSEVESTING Ostrowski, Gregory 301 Giddings Ave. Annapolis MD 21401 Financial advice; Financial advisory and consultancy services; Investment advisory services; Providing an interactive website featuring advice on financial investments;CAUSE VESTING;
CENTRAL MINNESOTA FINANCIAL ADVISORS CENTRAL MINNESOTA CREDIT UNION 20 Fourth Avenue SE Melrose MN 56352 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy 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 asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; 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 portfolio analysis services; Financial portfolio management; Financial risk management consultation; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets;
CERTIFIED DIGITAL ASSET ADVISOR Interaxis 2060 North Loop West, Suite 105 Houston TX 77018 Financial advice; Financial consulting;
CERTIFIED EDUCATIONAL CONSULTANT Foundation for Financial Education 30 West Gude Drive, Suite 380, Rockville MD 20850 Financial advice; Financial consultancy;
CERTIFIED FINANCIAL TRANSITIONIST Yeldarb Properties 10 Huntly Circle Palm Beach Gardens FL 33418 financial advice; financial planning and investment advisory services; providing information in the field of personal finance;
CFOCARE CFOCare, Inc. 6305 160th Place SE Bellevue WA 98006 Financial advice, consultation, management and planning; financial advice, consultation, management and planning in the fields of elder care and retirement; financial consultation, management and planning in the fields of elder care and retirement, and financial administration of retirement plans; financial management and consulting services, namely, advising others regarding financial planning and investments of their family members and dependents; financial management and consulting services; financial planning services, namely, developing and managing savings programs on behalf of elderly and retirement-age individuals or family members; bill payment services; insurance information and consultation; financial consulting services in the area of healthcare;CFO CARE;
 

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

   
Technical Examples
  1. A browser interface for providing financial services is provided. The interface comprise a toolbar; a menu for presenting one of an application menu and a market data function menu; and at least one view window for presenting information from at least one of an application and a market data function. Also provided is a network based financial service system comprising a client computer having Internet access; a browser interface operable on the client computer, the browser interface having a toolbar, a menu for presenting one of an application menu and a market data function menu, and at least one view window for presenting information from at least one of a financial application and a market data function; and a server having access to a plurality of applications and a plurality of market data functions, the applications and functions being accessible from the browser interface of the Internet access. The interface and system provides timely, proactive financial advice. Users are afforded the opportunity to set and achieve investment goals based on real-time financial data and the ability to access financial applications.