STRATEGIC FINANCIAL ADVISORY SERVICES

Brand Owner (click to sort) Address Description
ACCELERATE YOUR GROWTH FOCUS CFO GROUP 1010 Jackson Hole Drive Blacklick OH 43004 Strategic financial advisory services;
ADVSR Roizen, Ezra #255 875-A Island Drive Alameda CA 94502 Strategic financial advisory services in the field of corporate financial strategy, capitalization and mergers and acquisitions;ADVISORY;
ALIGNED ADVISORS ALIGNED ADVISORS CORPORATION 3658 Ocean Ranch Blvd. Oceanside CA 92056 Strategic financial advisory services;
ALIGNED ADVISORS ALIGNED ADVISORS CORPORATION 3658 Ocean Ranch Blvd. Oceanside CA 92056 Strategic financial advisory services for dentists and dentistry practices;
ARE YOU ON THE RIGHT TRACK? CrossRoads Financial Group 5 New Orleans Rd, Suite 100 Hilton Head Island SC 29928 Strategic financial advisory services;
AULT ENERGY Ault Alliance, Inc. Suite 240 11411 Southern Highlands Parkway Las Vegas NV 89141 Strategic financial advisory services and consultancy in the energy sector; Consultancy concerning the financing and/or investment in energy projects including oil and/or gas exploration, wind power, solar power, and other forms of alternative green energy; Financial services, namely, funding energy projects including oil and/or gas exploration, wind power, solar power, and other forms of alternative green energy;
AV = F(K+O+H)T Kinzie Capital Management 20 N. Clark St. Suite 3600 Chicago IL 60602 Strategic financial advisory services; financial advisory and consultancy services; Investment management; Investment consultation in the fields of private equity; Private equity consulting services; Management of private equity funds; Financial consulting; Financial services, namely, raising debt and equity capital for others; Leveraged buy outs and investments in financially distressed, underperforming and lower middle market companies; Funds investment; Capital investment; Financial restructuring services; Financial asset management;Business management consulting, strategic planning and business advisory services provided to companies in transition; Business consulting services relating to the integration in the areas of business processes, technology, organizational learning, change management, human resources, and operational sustainability;
BREAKPOINT BREAKPOINT 21781 Ventura Blvd., #678 Woodland Hills CA 91364 Strategic financial advisory services;
CAPITALISM FOR SOCIAL GOOD TNT Capital Advisors 114 Radcliffe Court Jupiter FL 33458 Strategic financial advisory services;
CCR: CONFIDENTIAL CEO RESOURCE Bob Rinaldi 1940 Fountain View Dr., Suite #1040 Houston TX 77057 Strategic financial advisory services for CEOs and principals;Business advisory services for CEOs; Tax advisory services for CEOs and principals;CEO RESOURCE;
CLIMB THE MOUNTAIN FOCUS CFO GROUP 1010 Jackson Hole Drive Blacklick OH 43004 Strategic financial advisory services;
CRYPTOCOWBOYS Henry Wang 461 Melwood Ave Pittsburgh PA 15213 Strategic financial advisory services;
CURVE IQ Curve IQ 1 Park Plaza Suite 600 Irvine CA 92614 Strategic financial advisory services;
DOCTORA DINERO BREIKERT 2000 PONCE DE LEON BLVD. STE 600 CORAL GABLES FL 33134 Strategic financial advisory services, financial planning, financial services, namely, financial coaching, issuing and administration of life insurance, Providing counseling and consulting in the field of healthcare insurance benefits;
DRAGONFLY Dragonfly Digital Management Suite 300 66 Franklin Street Oakland CA 94607 Strategic financial advisory services; Financial information and advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial consulting services, namely, advising others regarding investments; Financial analysis, research, and reporting services; Market analysis, research, and reporting services; Providing online information in the fields of finance, decentralized finance, investments, crypto currency, and blockchain technologies; Venture capital services, namely, providing financing to emerging and start-up companies; Financial custody services, namely, maintaining possession of financial and digital assets for others for management purposes;
EMERALD PURSE SAVERS Catherine Gail Turner 8600 Briarwood Ct. Laurel MD 20708 Strategic financial advisory services;SAVERS;
EXCEPTIONAL ENTERPRISE EYGN LIMITED One Montague Place, East Bay Street Nassau N/A Bahamas Strategic financial advisory services;Strategic business advisory services;
FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND LPL FINANCIAL 75 State Street, 22nd Floor Boston MA 02109 Strategic financial advisory services;
FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND Marc Freedman Second Floor 41 Cross Street Peabody MA 01960 Strategic financial advisory services;
FISCALEFIT Treece Financial Group, Inc. 10800 Biscayne Blvd., Suite 725 Miami FL 33161 Strategic financial advisory services; Financial portfolio analysis services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial planning for retirement; Investment consultation; Credit risk management; Credit reporting services; Credit recovery; Credit counseling services;
FOUNDATION HEALTH GROWTH VALUE FOCUS CFO GROUP 1010 Jackson Hole Drive Blacklick OH 43004 Strategic financial advisory services;HEALTH GROWTH VALUE;
FREEDOM RATIO Fenton And Ross An Accountancy Corp 10866 WILSHIRE BLVD. #1250 LOS ANGELES CA 90024 Strategic financial advisory services;RATIO;
FREEDOM RATIO Fenton And Ross An Accountancy Corp 10866 WILSHIRE BLVD. #1250 LOS ANGELES CA 90024 Strategic financial advisory services;
GO BEYOND AVERAGE Surevest, Inc. 2425 East Camelback Road, Suite 890 2425 E Camelback Road, Suite 890 Phoenix AZ 85016 Strategic financial advisory services;
GRENIAN Grenian 90 Riverside Dr Apt 8A New York NY 10024 Strategic financial advisory services;
GROWTH OPPS Growth Opportunity Partners, Inc. 6001 Euclid Ave., Suite 120 Cleveland OH 44103 Strategic financial advisory services;Business advisory services, consultancy and information; Business consulting and advisory services in the field of energy efficiency;
HENNEPIN PARTNERS Hennepin Partners Suite 285 730 Second Ave S Minneapolis MN 55402 Strategic financial advisory services;PARTNERS;
INCIGHT FINANCIAL ALLIANCE Incight Financial Alliance 8950 Park Boulevard #703 Seminole FL 33777 Strategic financial advisory services;FINANCIAL ALLIANCE;
INCREASING ALPHA Fullman Technologies, Inc. 46 Redwood Loop Staten Island NY 10309 Strategic financial advisory services to generate profits above a benchmark;INCREASING ALPHABET;
INNOVATION-DRIVEN BUSINESS TRANSFORMATION Audacity Consulting Partners 26455 Riverrock Way Santa Clarita CA 91350 Strategic financial advisory services, Strategic corporate financial advisory services, Private equity consultant services;Computer and Software services and Scientific Services - Business technology software consultation services, Design and development of computer software for the improvements of purchasing functions of business, Computer system analysis, Computer technology support services, namely, help desk services, Computer programming services, Outsource service provider in the field of information technology consulting;
INTEGRATED VALUE CREATION BGW CPA Suite 510 1616 Camden Road Charlotte NC 28203 Strategic financial advisory services;Accounting advisory services;
JEDI GROUP JEDI Group 1 Park Plaza Suite 600 Irvine CA 92614 Strategic financial advisory services;
KINZIE KINZIE CAPITAL PARTNERS LP 20 N. CLARK ST. SUITE 3600 CHICAGO IL 60602 Strategic financial advisory services; financial advisory and consultancy services; Investment management; Investment consultation in the fields of private equity; Private equity consulting services; Management of private equity funds; Financial consulting; Financial services, namely, raising debt and equity capital for others; Leveraged buy outs and investments; Funds investment; Capital investment; Financial restructuring services; Financial asset management; mergers and acquisitions; spinoffs and divestitures;Business management consulting, strategic planning and business advisory services provided to companies in transition; Business consulting services relating to the integration in the areas of business processes, technology, organizational learning, change management, human resources, and operational sustainability;
KINZIE Kinzie Capital Management 20 N. Clark St. Suite 3600 Chicago IL 60602 Strategic financial advisory services; financial advisory and consultancy services; Investment management; Investment consultation in the fields of private equity; Private equity consulting services; Management of private equity funds; Financial consulting; Financial services, namely, raising debt and equity capital for others; Leveraged buy outs and investments; Funds investment; Capital investment; Financial restructuring services; Financial asset management; mergers and acquisitions; spinoffs and divestitures;Business management consulting, strategic planning and business advisory services provided to companies in transition; Business consulting services relating to the integration in the areas of business processes, technology, organizational learning, change management, human resources, and operational sustainability;
KUKUZA ASSOCIATES Kukuza Associates 35473 Dumbarton Court Newark CA 94560 Strategic financial advisory services; Financial analysis and consultation; Financial data analysis;Accounting services; Cost accounting; Accounting services for mergers and acquisitions; Business strategic planning services; Acquisition and merger consultation; Preparing financial reports for others; Providing a website featuring information and links relating to the cannabis industry, namely, promotion, marketing and business advice to cannabis businesses; Business management consulting, strategic planning and business advisory services provided to the cannabis industry;ASSOCIATES;
MAZAO Spradley, Mark M STE 700 2 Wisconsin Cir Chevy Chase MD 208157007 Strategic financial advisory services;
MECHANISMS OF REASONING Kaiju Capital Management Limited Columbus Centre, Suite 2283 ABM Chambers, 1st Floor Road Town, Tortola Br.Virgin Islands Strategic financial advisory services; Financial consulting using quantitative analysis in investment management services and creating fund investment strategies of hedge fund management services and management of funds in the field of stocks and derivatives; Financial consulting using behavioral finance in investment management services and creating fund investment strategies of hedge fund management services and management of funds in the field of stocks and derivatives; Financial consulting using quantum mechanics in investment management services and creating fund investment strategies of hedge fund management services and management of funds in the field of stocks and derivatives; Financial consulting using artificial intelligence in investment management services and creating fund investment strategies of hedge fund management services and management of funds in the field of stocks and derivatives;
NO ONE SHOULD HAVE NO ONE Treece Financial Group, Inc. 10800 Biscayne Blvd., Suite 725 Miami FL 33161 Strategic financial advisory services; Financial portfolio analysis services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial planning for retirement; Investment consultation;
NO SUBSTITUTE FOR FIRST CLASS Leach, Christopher 30021 Avenida Esplendida Rancho Palos Verdes CA 90275 Strategic financial advisory services;
NO SUBSTITUTE FOR FIRST CLASS Cunningham, Daniel 30021 Avenida Esplendida Rancho Palos Verdes CA 90275 Strategic financial advisory services;
NOW TO NEXT Summit Financial Strategies,Inc. Suite 350 7965 North High Street Columbus OH 43235 Strategic financial advisory services; Financial services, namely, wealth management services; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial services, namely, mortgage planning, retirement planning, cash flow planning, estate planning, and insurance planning; financial planning, namely, college savings planning; charitable giving planning, namely, financial planning services in the nature of developing and managing charitable giving programs on behalf of individuals or families;Tax planning services;
PLAN WISE. RETIRE FREE. Wilson, Jude Suite 1500 121 South Orange Avenue, North Tower Orlando FL 32801 Strategic financial advisory services; Financial consulting; Financial planning; Financial information and advisory services;
PLAN WISE. RETIRE FREE. WILSON GROUP FINANCIAL MANAGEMENT 121 South Orange Ave, N Tower Ste 1500 Orlando FL 32801 Strategic financial advisory services; Financial consulting; Financial planning; Financial information and advisory services;
PROFITPREDICTION MarketAlly 19142 N 75th Dr Glendale AZ 85308 Strategic financial advisory services;PROFIT PREDICTION;
PURESHARES Pureshares 2 Rector Street 21st Floor New York NY 10006 Strategic financial advisory services;PURE SHARES;
SELLING TO STRATEGICS STS CAPITAL PARTNERS SECURITIES INC. Wildey Business Park, Wildey Cedar Court, Ground Floor St. Michael BB14006 Barbados Strategic financial advisory services; Financial consulting and advising in the field of mergers and acquisitions;Acquisition and merger consultation; Business administration services; Business acquisition and merger consultation; Business strategic planning services; Consultation services, namely, creative and strategic consultation regarding development and production of marketing campaigns for others; Providing business management information in connection with consulting and advisory services in the field of strategic planning;
SHENIX FARO Associates 1130 W Washburne Ave Chicago IL 60608 Strategic financial advisory services;
STAR VALUES Flagstar Bank FSB 25800 NORTHWESTERN HIGHWAY, SUITE 100 SOUTHFIELD MI 48075 Strategic financial advisory services;
STOCK MARKET SIGNALS S&S Investment Partners 600 Bellemont Ct. Johns Creek GA 30097 Strategic financial advisory services;
SUCCESS TO SIGNIFICANCE THROUGH SELLING TO STRATEGICS STS CAPITAL PARTNERS SECURITIES INC. Wildey Business Park, Wildey Cedar Court, Ground Floor St. Michael BB14006 Barbados Strategic financial advisory services; Financial consulting and advising in the field of mergers and acquisitions;Acquisition and merger consultation; Business administration services; Business acquisition and merger consultation; Business strategic planning services; Consultation services, namely, creative and strategic consultation regarding development and production of marketing campaigns for others; Providing business management information in connection with consulting and advisory services in the field of strategic planning;
TAXBIT TAXBIT INC. 66 E. Wadsworth Park Drive, #200 Draper UT 84020 Strategic financial advisory services, namely, consultation and analysis with regard to tax payment management; providing analysis and calculation of tax payments; information advisory, consultancy, and financial research services relating to tax payment management;Consultation, advisory, and assessment services with regard to accounting and taxes, namely, accounting consultation, accounting advisory services, tax consultation, tax advisory services, and tax assessment; consultation and advisory services in the fields of accounting and taxes, namely, tax calculation, tax planning, tax management, preparation of tax forms; providing tax and tax preparation management information and consultation; providing information concerning accounting, taxes, tax calculation, tax planning, tax management, preparation of tax forms; providing tax analysis and calculation in the nature of accounting and assessment, planning, preparation, and filing services; providing advice, analysis, news, and opinions to consumers in the fields of tax filings and tax planning; providing tax calculation, planning, preparation, and filing services;Providing temporary use of on-line non-downloadable software for tax planning, tax calculation, and tax form preparation and filing; software as a services (SAAS) services featuring software for preparing and filing of tax forms; technical support services, namely, troubleshooting problems with computer software and online services via telephone, e-mail and other means;
THE ASIA GROUP THE ASIA GROUP 2101 L Street NW, Suite 310 Washington DC 20037 Strategic financial advisory services in the field of Asian markets;Providing advice and assistance to commercial entities relating to the establishment and maintenance of business and contractual relationships; Business management consulting with relation to strategy, marketing, sales and operations;GROUP;
THE CAPITAL AGENDA EYGN LIMITED One Montague Place, East Bay Street Nassau N/A Bahamas Strategic financial advisory services;Business merger and acquisition consultation;CAPITAL;
THE FIDUCIARY STORE Treece Financial Group, Inc. 10800 Biscayne Blvd., Suite 725 Miami FL 33161 Strategic financial advisory services; Financial portfolio analysis services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial planning for retirement; Investment consultation; Fiduciary services, namely, fiduciary representative services;FIDUCIARY;
THE PRINCIPLED WEALTH STRATEGY Cole, Jeffry S. Suite A 40395 Winchester Road Temecula CA 92591 Strategic financial advisory services;WEALTH STRATEGY;
THE SOLO AGER Treece Financial Group, Inc. 10800 Biscayne Blvd., Suite 725 Miami FL 33161 Strategic financial advisory services; Financial portfolio analysis services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial planning for retirement; Investment consultation;
THE WEALTH OF INNOVATION Clearpath Capital Partners 3rd Floor 222 Front Street San Francisco CA 94111 Strategic financial advisory services;
TRELIANT Treliant Risk Advisors 1255 23rd Street, N.W. - Suite 500 Washington DC 20037 STRATEGIC FINANCIAL ADVISORY SERVICES;BUSINESS CONSULTATION SERVICES; BUSINESS STRATEGIC PLANNING SERVICES;REGULATORY COMPLIANCE CONSULTING IN THE FIELD OF FINANCIAL SERVICES; LEGAL SUPPORT SERVICES;
TRUE WEALTH ADVISORY GROUP True Wealth Advisory Group 61 W Palisades Ave. Englewood NJ 07631 Strategic financial advisory services;
UQUAL UQUAL 1499 W. 121st Ave., #30 Westminster CO 80234 Strategic financial advisory services, namely, providing guidance and information to prospective loan applicants related to consumer and commercial loan products; Consumer financial services, namely, providing consumer credit education, consumer information, budget planning, and analysis of credit scores, all for the purpose of promoting loan readiness related to consumer and commercial loan products; Consulting services for consumers to achieve successful debtor-creditor relationships related to consumer and commercial loan products, namely debt capacity assessments and for use of those assessments for optimizing credit reports and loan underwriting judgments; Financial advisory and consultancy services, namely, providing personal strategies for increasing fiscal literacy, optimizing credit, and improving personal financial capability for obtaining loans related to consumer and commercial loan products; Providing consumer credit education and consumer information in the field of loan readiness related to consumer and commercial loan products; Consumer financial services, namely, creation, storage, and transmission of consumer loan documents; Providing a website featuring information in the fields of financial wellness, personal budgeting, debt elimination, personal finance, and loan readiness related to consumer and commercial loan products; Strategic financial advisory services, namely, providing personal strategies for increasing fiscal literacy, optimizing credit, and improving personal financial capability for obtaining loans related to consumer and commercial loan products, financial advisory and consultancy services, namely providing personal strategies for increasing fiscal literacy, optimizing credit, and improving personal financial capability for obtaining loans related to consumer and commercial loan product, all the foregoing for the purpose of increasing fiscal literacy, optimizing credit eligibility, and promoting loan readiness;Computer services, namely, providing an interactive website where users can post referrals and lead generation in connection with consumer loans related to consumer and commercial loan products, namely, the provision of an interactive website featuring technology to allow users to post referrals; Computer services, namely, software as a service (SAAS) services featuring software for the creation, storage, and transmission of consumer loan documents related to consumer and commercial loan products; Providing temporary use of web-based non-downloadable software for strategic financial advisory services, consumer financial services, namely providing personal strategies for increasing fiscal literacy, optimizing credit, and improving personal financial capability for obtaining loans related to consumer and commercial loan products, financial advisory and consultancy services, namely providing personal strategies for increasing fiscal literacy, optimizing credit, and improving personal financial capability for obtaining loans related to consumer and commercial loan product, all the foregoing featuring software for the purpose of increasing fiscal literacy, optimizing credit eligibility, and promoting loan readiness;
UQUAL Kolb, Kyle 289 Meadow View Pkwy. Erie CO 80516 Strategic financial advisory services, namely, providing guidance and information to prospective loan applicants related to consumer and commercial loan products; Consumer financial services, namely, providing consumer credit education, consumer information, budget planning, and analysis of credit scores, all for the purpose of promoting loan readiness related to consumer and commercial loan products; Consulting services for consumers to achieve successful debtor-creditor relationships related to consumer and commercial loan products, namely debt capacity assessments and for use of those assessments for optimizing credit reports and loan underwriting judgments; Financial advisory and consultancy services, namely, providing personal strategies for increasing fiscal literacy, optimizing credit, and improving personal financial capability for obtaining loans related to consumer and commercial loan products; Providing consumer credit education and consumer information in the field of loan readiness related to consumer and commercial loan products; Consumer financial services, namely, creation, storage, and transmission of consumer loan documents; Providing a website featuring information in the fields of financial wellness, personal budgeting, debt elimination, personal finance, and loan readiness related to consumer and commercial loan products; Strategic financial advisory services, namely, providing personal strategies for increasing fiscal literacy, optimizing credit, and improving personal financial capability for obtaining loans related to consumer and commercial loan products, financial advisory and consultancy services, namely providing personal strategies for increasing fiscal literacy, optimizing credit, and improving personal financial capability for obtaining loans related to consumer and commercial loan product, all the foregoing for the purpose of increasing fiscal literacy, optimizing credit eligibility, and promoting loan readiness;Computer services, namely, providing an interactive website where users can post referrals and lead generation in connection with consumer loans related to consumer and commercial loan products, namely, the provision of an interactive website featuring technology to allow users to post referrals; Computer services, namely, software as a service (SAAS) services featuring software for the creation, storage, and transmission of consumer loan documents related to consumer and commercial loan products; Providing temporary use of web-based non-downloadable software for strategic financial advisory services, consumer financial services, namely providing personal strategies for increasing fiscal literacy, optimizing credit, and improving personal financial capability for obtaining loans related to consumer and commercial loan products, financial advisory and consultancy services, namely providing personal strategies for increasing fiscal literacy, optimizing credit, and improving personal financial capability for obtaining loans related to consumer and commercial loan product, all the foregoing featuring software for the purpose of increasing fiscal literacy, optimizing credit eligibility, and promoting loan readiness;
VALUE PYRAMID FOCUS CFO GROUP 1010 Jackson Hole Drive Blacklick OH 43004 Strategic financial advisory services;
VELLO VELLOPAY INC. 19 HOLLY COVE LANE Dover DE 19901 Strategic financial advisory services; Financial advice, namely, budget planning; Insurance brokering; Insurance brokerage; Issuing prepaid cards; Banking; Financing services; Exchanging money; Credit and loan services; Installment loans; Payment verification services; Electronic transfer of funds; Credit card authorization services; credit card payment processing services; Issuance of credit cards; Debit card payment processing services;
 

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

   
Technical Examples
  1. The invention provides consumers with the services of multiple cards or accounts while allowing consumers to carry a single card, transponder, code and/or other access device. Because the card may access combined services such as financial transaction services and transportation services, the system may facilitate charging the financial account for the transportation services. The system may allow the consumer to use loyalty points or geographic based loyalty points to pay for the transportation services. The system may also limit the use of certain loyalty points based upon the geographic area for certain transportation services in certain geographic areas.