FINANCIAL PLANNING CONSULTING SERVICES

Brand Owner (click to sort) Address Description
ALTRUISTA Nasser, Ali 608 Leverkuhn Street Houston TX 77007 financial planning and consulting services; financial asset management services; insurance brokerage;The English translation of the word ALTAVISTA in the mark is altruistic.;
ALTRUVISTA AltruVista Suite 915 3555 Timmons Lane Houston TX 77027 financial planning and consulting services; financial asset management services; insurance brokerage;
AMI Asset Multipliers, Inc. 303 Whitthorne Drive Cincinnati OH 452154132 financial planning and consulting services for individuals and businesses;
AMI - WHEN YOU NEED A FRIEND IN FINANCIAL SERVICES. Asset Multipliers, Inc. 303 Whitthorne Drive Cincinnati OH 452154132 financial planning and consulting services for individuals and businesses;
DEDICATED TO SECURING YOUR FUTURE Weinstein Associates 200 North Central Avenue Ste. 110 Hartsdale NY 10530 financial planning and consulting services, namely investment retirement, estate, and risk management planning; and not insurance services;business consultation, tax planning, preparation, and consultation, accounting services, and medical practice management consultation;consultation in the filed of business software;
DUNDEE BLUE CHIP WEALTHCARE DUNDEE CORPORATION 1 Adelaide Street East, 21st Floor Toronto M5C2V9 Canada FINANCIAL PLANNING CONSULTING SERVICES, NAMELY, FINANCIAL PLANNING, FINANCIAL PLANNING ANALYSIS, ASSET ALLOCATION ANALYSIS, RETIREMENT PLANNING, ESTATE PLANNING AND PROVIDING PORTFOLIO RECOMMENDATIONS AND A DETAILED PERSONALIZED INVESTMENT STRATEGY;DUNDEE BLUE CHIP WEALTH CARE;BLUE CHIP WEALTHCARE;
DUNDEE WEALTHCARE DUNDEE CORPORATION 1 Adelaide Street East, 21st Floor Toronto M5C2V9 Canada FINANCIAL PLANNING CONSULTING SERVICES, NAMELY, FINANCIAL PLANNING, FINANCIAL PLANNING ANALYSIS, ASSET ALLOCATION ANALYSIS, RETIREMENT PLANNING, ESTATE PLANNING AND PROVIDING PORTFOLIO RECOMMENDATIONS AND A DETAILED PERSONALIZED INVESTMENT STRATEGY;DUNDEE WEALTH CARE;Color is not claimed as a feature of the mark.;WEALTHCARE;
DUNDEE WEALTHCARE ADVISOR DUNDEE CORPORATION 1 Adelaide Street East, 21st Floor Toronto M5C2V9 Canada FINANCIAL PLANNING CONSULTING SERVICES, NAMELY, FINANCIAL PLANNING, FINANCIAL PLANNING ANALYSIS, ASSET ALLOCATION ANALYSIS, RETIREMENT PLANNING, ESTATE PLANNING AND PROVIDING PORTFOLIO RECOMMENDATIONS AND A DETAILED PERSONALIZED INVESTMENT STRATEGY;DUNDEE WEALTH CARE ADVISOR;WEALTHCARE ADVISOR;
DUNDEE WEALTHCARE PRACTIONER DUNDEE CORPORATION 1 Adelaide Street East, 21st Floor Toronto M5C2V9 Canada FINANCIAL PLANNING CONSULTING SERVICES, NAMELY, FINANCIAL PLANNING, FINANCIAL PLANNING ANALYSIS, ASSET ALLOCATION ANALYSIS, RETIREMENT PLANNING, ESTATE PLANNING AND PROVIDING PORTFOLIO RECOMMENDATIONS AND A DETAILED PERSONALIZED INVESTMENT STRATEGY;DUNDEE WEALTH CARE PRACTIONER;WEALTHCARE;
DUNDEE WEALTHCARE PROVIDER DUNDEE CORPORATION 1 Adelaide Street East, 21st Floor Toronto M5C2V9 Canada FINANCIAL PLANNING CONSULTING SERVICES, NAMELY, FINANCIAL PLANNING, FINANCIAL PLANNING ANALYSIS, ASSET ALLOCATION ANALYSIS, RETIREMENT PLANNING, ESTATE PLANNING AND PROVIDING PORTFOLIO RECOMMENDATIONS AND A DETAILED PERSONALIZED INVESTMENT STRATEGY;DUNDEE WEALTH CARE PROVIDER;Color is not claimed as a feature of the mark.;WEALTHCARE PROVIDER;
FRAMEWORKS FOR FINANCIAL SUCCE$$ MORRIS, GREGORY J. 30850 CANNON ROAD SOLON OH 44139 FINANCIAL PLANNING AND CONSULTING SERVICES;
INFINITY STRATEGIES Asset Multipliers, Inc. 303 Whitthorne Drive Cincinnati OH 452154132 financial planning and consulting services for individuals and businesses,;STRATEGIES;
OUR PERSPECTIVE IS THE DIFFERENCE. Ronald Blue & Co. 1100 Johnson Ferry Road, N.E. Suite 600 Atlanta GA 30342 Financial planning and consulting services, estate planning services and investment consulting services;OUR PERSPECTIVE IS THE DIFFERENCE;Tax consultation services;
PERSONAL PLANNING TRAINERS Asset Multipliers, Inc. 303 Whitthorne Drive Cincinnati OH 452154132 financial planning and consulting services for individuals and businesses;
RBC ROYAL BANK OF CANADA RBC Law Group, 6th Floor - North Wing 1 Place Ville Marie Montreal, QC H3C3A9 Canada financial planning and consulting services; estate planning services and investment consulting services;tax consultation services;
RETIREMENTWORKS Savingsworks 700 Mammoth Road Manchester NH 03104 Financial planning and consulting services, including administration of retirement plans, relating to various savings programs administered by employers for the benefit of employees;RETIREMENT WORKS;
SAVINGSWORKS Savingsworks 700 Mammoth Road Manchester NH 03104 Financial planning and consulting services, including administration of retirement plans, relating to various savings programs administered by employers for the benefit of employees;SAVINGS WORKS;
SIG SCORE WAVES LICENSING S-715 ONE COMMERCE CENTER 1201 N. ORANGE STREET WILMINGTON DE 19801 financial planning and consulting services designed to assist others in determining investment strategy;SUSQUEHANNA INTERNATIONAL GROUP SCORE;SCORE;
STRATEGIC PERSPECTIVE CAPITAL MANAGEMENT Crawford Bryant Suite 210 85 Interstate 10 North Beaumont TX 77707 Financial planning and consulting services; Financial planning for retirement and consulting services therefore; Brokerage services in the field of securities, insurance, stocks and commodities; Insurance brokerage services; Insurance consulting in the field of life and disability insurance;CAPITAL MANAGEMENT;
TANGIBLE PROPERTY SERVICES M&W, Inc. 1430 E. Missouri Ave. Suite B-165 Phoenix AZ 85014 financial planning and consulting services, namely, identifying and evaluating financial and tax savings opportunities related to physical assets arising from tax rules and rulings, and guiding the creation of accounting procedures for financial and tax savings opportunities;SERVICES;
VAN DEN BROUCK & ASSOCIATES, INC. FINANCIAL PLANNING VAN DEN BROUCK & ASSOCIATES, INC. SUITE 1106 EAST/PARKLANE TWRS. 1 PARKLANE BLVD. DEARBORN MI 48126 FINANCIAL PLANNING AND CONSULTING SERVICES;ASSOCIATES, INC. AND FINANCIAL PLANNING;
WEALTH EMBASSY Alisa Le 2375 Wilbur Avenue San Diego CA 92109 Financial planning and consulting services;WEALTH;
WISDOM FOR WEALTH. FOR LIFE. RONALD BLUE TRUST, INC. 1000 HEALTH PARK DR, STE 180 BRENTWOOD TN 370275569 Financial planning and consulting services, estate planning services and investment consulting services;Tax consultation services;
WISDOM FOR WEALTH. FOR LIFE. Ronald Blue & Co. Suite 300 300 Colonial Center Parkway Roswell GA 30076 Financial planning and consulting services, estate planning services and investment consulting services;Tax consultation services;
YOUR FUTURE. UNCOMPLICATED. Texas Dow Employees Credit Union 1001 FM 2004 Lake Jackson TX 77566 Financial planning and consulting services, namely, budget planning, retirement planning, college and education funding planning, insurance planning, risk management analysis, cash flow planning, estate planning, estate trust planning; Financial information and advisory services that promote and facilitate financial goal setting; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, providing an investment options available for variable annuity and variable life insurance products; Estate trust planning; Financial investment analysis and stock research; Monitoring financial markets for investment purposes; Financial portfolio management and analysis services; Financial consultation, namely, advising businesses and individuals on issues of portfolio planning and investment planning; Financial analysis and research services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to finances, investment, insurance, and strategies to achieve financial independence; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; providing a website featuring educational information in the field of financial independence, insurance, investment, finance and estate planning;
 

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.