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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| A RICHER WAY TO WEALTH | CREATIVE PLANNING | 5454 W. 110th Street Overland Park KS 66211 | Estate planning services; Estate trust management; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; Financial planning; Financial asset protection and management; Financial services, namely, coordination of an investment portfolio's tax management needs; Financial trust administration; Investment management in field of qualified plans; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance;Tax advisory services; Tax preparation; Taxation planning, advice, information and consultancy services; |
| A WILL FROM THE HEART FOUNDATION | Light, Duane | 45 Crocker Street Ashland OR 97520 | Estate Planning Services; |
| ACCREDITED ESTATE PLANNER | National Association of Estate Planners& Councils | 1120 Chester Ave., Suite 470 Cleveland OH 44114 | Estate planning services;The certification mark, as used by authorized persons, certifies that such persons have been educated in estate planning and business succession strategies and techniques and that such persons meet or exceed the certifier's requirements for training, experience and professional development.;ESTATE PLANNER; |
| ACKERMAN LEGACY PLANNING | Ackerman, Alan Jay | 2206 Bowler Street Philadelphia PA 19115 | estate planning services; |
| ADVANCED ASSET PROTECTION | JMV Holdings, L.P. | 19800 MacArthur Blvd. Suite 550 Irvine CA 92715 | estate planning services; namely, structuring the assets of estates to protect them from creditors, potential litigants, and unanticipated claimants; |
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| AEP | National Association of Estate Planners& Councils | 1120 Chester Ave., Suite 470 Cleveland OH 44114 | Estate planning services;ASSOCIATION OF ESTATE PLANNERS;The certification mark, as used by authorized persons, certifies that such persons have been educated in estate planning and business succession strategies and techniques and that such persons meet or exceed the certifier's requirements for training, experience and professional development.; |
| AMERICAN NATIONAL | AMERICAN NATIONAL INSURANCE COMPANY | One Moody Plaza Galveston TX 77550 | Estate planning services; |
| BE THE NEXT | Mahoney, Ulbrich, Christiansen and Russ,P.A. | 10 River Park Plaza Suite 800 Minneapolis MN 55107 | Estate planning services; financial forecasting in the field of cash flow; valuation services, namely, business and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; bill payment services;Accounting services; financial statement preparation and analysis, namely, audit, review or compilation of financial statements; economic forecasting, namely, preparation of financial forecasts and projections; business and account auditing services; tax preparation and consulting services in the field of tax preparation; business appraisals; forensic accounting services; acquisition and merger consultation; consulting in the field of bookkeeping; accounting consultation; audits of employee benefit plans;Litigation support services; litigation consultancy services relating to forensic accounting and expert witness services; representation of clients in tax matters before tax authorities; |
| CEP | National Association of Estate Planners | P.O. Box 801226 Dallas TX 753801226 | estate planning services; |
| CERTIFIED ESTATE PLANNER | National Association of Estate Planners | P.O. Box 801226 Dallas TX 753801226 | estate planning services; |
| DESERT FINANCIAL WEALTH MANAGEMENT | DESERT FINANCIAL CREDIT UNION | 148 N. 48TH STREET PHOENIX AZ 85034 | Estate planning services; financial services, namely, investment management; financial consultation services, namely, consulting by a registered investment advisor; Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; financial research services, namely, conducting research related to financial information, financial investment information, the performance of investment vehicles, and financial market data; fund investment services; capital investment services; financial planning, namely, personal financial review and consultation; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; insurance review services, namely, providing financial advisory services in the area of insurance coverage; financial planning for retirement; Insurance carrier services; insurance sales, agent, and brokerage services, namely, life insurance and long-term care insurance; insurance claims administration and processing;FINANCIAL WEALTH MANAGEMENT; |
| DONE IN A DAY | Legacy Wise | P.O. Box 1885 Concord NH 03302 | Estate planning services; providing online financial information in the fields of wills, estate planning, and charitable monetary giving through financial and estate planning; |
| E.PLANNERS | E.PLANNERS EDUCATIONAL ALLIANCE | 120 South Central Avenue 5th Floor St. Louis MO 63105 | Estate planning services;E PLANNERS; |
| ESTATE ELEMENTS | AID ASSOCIATION FOR LUTHERANS, N/K/A THRIVENT FINANCIAL FOR LUTHERANS | 625 FOURTH AVENUE SOUTH MINNEAPOLIS MN 55415 | Estate planning services;ESTATE; |
| ESTATE PROTECTION ANALYSIS | AID ASSOCIATION FOR LUTHERANS | 4321 North Ballard Road Appleton WI 54919 | Estate planning services; |
| FAMILY ENDOWMENT TRUST | CIRCLE BENEFIT PLANNING CORPORATION andDANBEC ASSOCIATES INC. | 600 Third Avenue New York NY 100161903 | estate planning services; |
| FAMILY ENDOWMENT TRUST | WINGED KEEL GROUP, THE | 425 Park Avenue, 20th Floor New York NY 100223586 | estate planning services; |
| GWAT | Rick J. Fenelli | 24800 Chrisanta Drive, Suite 110 Mission Viejo CA 92691 | Estate planning services, namely, offering assistance in the creation and revision of wills, trusts, annuities and other estate documents and estate and gift planning and materials distributed in connection therewith; financial planning and materials distributed in connection therewith; |
| H3GM | Harwell Howard Hyne Gabbert & Manner, P.C. | Suite 1800 315 Deaderick Street Nashville TN 37238 | [ estate planning services ];[ consultation services in the fields of business acquisition and business mergers ];legal services; |
| ISG INFINITY STRATEGIC GROUP | Infinity Strategic Group, Inc. | Suite 3500 180 N. Stetson, Two Prudential Plaza Chicago IL 60601 | Estate planning services;STRATEGIC GROUP; |
| KKS PARALEGAL TRUST SERVICES | Sinchak, Karen K. | 8777 East Via de Ventura, Suite 115 Scottsdlae AZ 852583344 | estate planning services;PARALEGAL TRUST SERVICES; |
| LANGE'S CASCADING BENEFICIARY PLAN | James Lange | 2200 Murray Avenue Pittsburgh PA 15217 | Estate planning services, namely, providing a system for estate planning featuring multi-generational asset distribution planning and asset protection planning, and providing financial planning services for estate planning purposes;Providing legal services, namely, legal document preparation of wills and trusts;PLAN; |
| LEGACY FOR THE LIVING | SCROGGIN, JOHN J. | The Brannon House 647 Minosa Boulevard Roswell GA 30075 | Estate planning services; |
| LEGACY PLANNING GROUP 1882 | Troy W. McMahon, a trustee of the TWM Trust | 8822 Westview Houston TX 770554705 | estate planning services, retirement planning services, financial planning services, pension planning services, elder care planning services, investment planning services, financial products sales and services, namely, life insurance, annuities, IRA's, variable life insurance, variable annuities, mutual funds, stocks, bonds, CD's, pension plans, living trusts, trusts (all types); |
| LEGASYS PROGRAM | Bridgewater Savings Bank | 756 Orchard Street Raynham MA 02767 | Estate planning services; financial planning services; insurance brokerage services, financial portfolio management services; trust management and consultation services;PROGRAM; |
| LIFEBRIDGE | GlobalBridge, Inc. | 903 Washington Ave S., #100 Minneapolis MN 55415 | Estate planning services;LIFE BRIDGE; |
| LIFECIRCLE | Harker, Prudence A. | 604 Pleasant Street, Suite 110 Beloit WI 53511 | Estate planning services, financial planning services, insurance services, namely life, health and long-term care policies, counseling services in the fields of estate planning, financial planning and insurance; |
| MAHONEY | Mahoney, Ulbrich, Christiansen and Russ, P.A. | Suite 800 10 River Park Plaza St. Paul MN 55107 | Estate planning services; financial forecasting in the field of cash flow; valuation services, namely, business and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; audits of employee benefit plans; bill payment services;Accounting services; financial statement preparation and analysis, namely, audit, review or compilation of financial statements; economic forecasting, namely, preparation of financial forecasts and projections; business and account auditing services; tax preparation and consulting services in the field of tax preparation; business appraisals; forensic accounting services; acquisition and merger consultation; consulting in the field of bookkeeping; accounting consultation;Litigation support services; litigation consultancy services relating to forensic accounting and expert witness services; representation of clients in tax matters before tax authorities; |
| MANAGING THE BUSINESS OF LIFE | SALOMON SMITH BARNEY INC. | 388 Greenwich Street New York NY 10013 | estate planning services; |
| MANAGING TOMORROW'S UNCERTAINTIES | GROUP ESTATE PLANNING, INC. | 701 4TH AVENUE SOUTH, SUITE 500 MINNEAPOLIS MN 55415 | ESTATE PLANNING SERVICES; |
| ONE FAMILY AT A TIME | Personal Estate Manager, Inc. | 42253 Parkside Circle, Unit 205 Sterling Heights MI 48314 | Estate planning services, namely, collecting and maintaining information as to heirs, designees and assets of an individual; Providing personal financial and asset information to a subscribing individual's heirs and designees upon said individual's death or disability; |
| PLAN TO MAKE A DIFFERENCE | FREEWILLS.COM, LTD. | C/O CODAN SERVICES LIMITED 2 CHURCH STREET, PO BOX HM 666 HAMILTON HM CX. Bermuda | ESTATE PLANNING SERVICES;Document preparation services, namely, the preparation and drafting of testamentary instruments for execution; |
| PLAN-A-GRAPH | Acacia Mutual Life Insurance Company, Incorporated, The | 51 Louisiana Ave., NW. Washington DC 20001 | Estate Planning Services; |
| PURITAN | PURITAN LIFE INSURANCE COMPANY OF AMERICA | Suite 100 7272 East Indian School Road Scottsdale AZ 85251 | Estate planning services, financial planning and advisory services, and healthcare financial planning and advisory services; |
| PURITAN | Puritan Financial Group, Inc. | 16801 Addison Road Suite 400 Addison TX 75001 | Estate planning services, financial planning and investment advisory services; financial planning and investment advisory services for health care purposes; insurance agency and brokerage;Color is not claimed as a feature of the mark.; |
| QPIP | Willms, Andrew J | 414 North Main St. 414 North Main St. Thiensville WI 53092 | Estate Planning Services, namely a technique where a qualified retirement plan is used to fund the payment of life insurance policy premiums; |
| SENIORS TRUST | ESTATE CRAFTERS, INC. | 3260 COUNTY ROAD 10 BROOKLYN CENTER MN 55429 | estate planning services in the field of government benefit calculations and the transfer of property ownership for persons who are disabled or who anticipate a disability in the future;TRUST; |
| THE ADVANCED PLANNING EXPANDER | Hersch, Craig R. | 9100 College Pointe Court Ft. Meyers FL 33919 | Estate planning services; Estate trust management, namely, probate and trust administration; Financial services, namely, estate settlement services;Legal services, namely, providing customized legal information, legal counseling, legal advice, legal document preparation, and litigation services in all areas of planning for tax, wills, trusts, asset protection, estate planning, estate trust management, probate and trust administration, and estate settlement; providing a website that features legal information on asset protection and estate planning;ADVANCED PLANNING; |
| THE CONTROLLED ESTATE | Brokerage Professionals, Inc. | 7310 N. 16th Street, Ste. 135 Phoenix AZ 85020 | estate planning services;ESTATE; |
| THE ESTATE ADVISORY GROUP | THE ESTATE ADVISORY GROUP | 2033 North Main Street, Suite 525 Walnut Creek CA 94596 | Estate Planning Services; |
| THE GOOD THE BAD AND THE UGLY | ProVise Management Group, Inc. | 611 Druid Road, Suite 105 Clearwater FL 34616 | estate planning services; namely, trust services; namely, acting as trustee, executor, administrator, personal representative, guardian, agent and custodian; investment management and custodial services; |
| THE IDIOT TRUST | Weinberg Group, Inc., The | 7555 East Hampden Avenue, Suite 603 Denver CO 80231 | estate planning services, financial planning services, and insurance consultation and planning services;TRUST; |
| THE PRIVATE CHASE | CHASE MANHATTAN CORPORATION, THE | 270 Park Avenue New York NY 100172070 | estate planning services; |
| THE PROTECTED PRIVATE PENSION | Wealth Transfer Planning, Inc. | 1925 Century Park East Suite 2350 Los Angeles CA 90067 | estate planning services, financial planning services, insurance brokerage services, insurance agency and investment brokerage services; |
| THE WEALTH TRANSFER GROUP | Wealth Transfer Group, Inc., The | 706 Turnbull Avenue Suite 305 Altamonte Springs FL 32701 | estate planning services;GROUP; |
| TRULIANT FINANCIAL ADVISORS | TRULIANT FEDERAL CREDIT UNION | 3200 Truliant Way Winston-Salem NC 27114 | Estate planning services, namely, working with clients and their legal and/or tax professionals to develop a personal estate plan; Financial planning services, namely, developing personal financial plans that enhance the investment experience and recommending strategies and solutions to meet long- and short-term financial objectives; Insurance services, namely, advising and offering plans in the areas of life insurance, long term care insurance, and disability insurance; Financial investment services in the field of securities;FINANCIAL ADVISORS; |
| WE HELP YOU CREATE AND PRESERVE WEALTH | SCHNEIDER, JAMES J. | 50 EAST 102ND STREET INDIANAPOLIS IN 46280 | ESTATE PLANNING SERVICES, AND FINANCIAL PLANNING SERVICES;ACCOUNTING SERVICES, TAX CONSULTING SERVICES, TAX PREPARATION SERVICES; |
| WEALTH-CHANGING QUESTION | CREATIVE PLANNING | 5454 W. 110th Street Overland Park KS 66211 | Estate planning services; Estate trust management; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; Financial planning; Financial asset protection and management; Financial services, namely, coordination of an investment portfolio's tax management needs; Financial trust administration; Investment management in field of qualified plans; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance;Tax advisory services; Tax preparation; Taxation planning, advice, information and consultancy services; |
| WHEN YOU LEAVE THIS WORLD YOU CAN CHANGE THIS WORLD | 3693759 Canada Inc. | 120 King Street West Suite 1055 Hamilton, Ontario, L8P 4V2 Canada | estate planning services;Document preparation services, namely, the preparation and drafting of testamentary instruments for execution; |
| WHERE TODAY'S PLANS BECOME TOMORROW'S LEGACY | Wollman, Gehrke & Solomon, P.A. | 2235 Venetian Court, Suite #5 Naples FL 34109 | Estate planning services, financial planning services; |
| WWW.HWCHICAGOLAW.COM | Paul Horowitz, Ltd. | 311 West Superior Street Chicago IL 60610 | ESTATE PLANNING SERVICES;WWW HW CHICAGO LAW COM;TAX PLANNING AND CONSULTATION SERVICES;LEGAL SERVICES AND ELDER CARE PLANNING SERVICES; |
| YES NATIONWIDE YOUR ESTATE SPECIALISTS | YES NATIONWIDE, INC. | 3231 RAMADA ROAD GRAND ISLAND NE 68801 | ESTATE PLANNING SERVICES;NATIONWIDE AND YOUR ESTATE SPECIALISTS; |
| YES NATIONWIDE YOUR ESTATE SPECIALISTS | US CENTRAL CORP. | 3231 RAMADA ROAD GRAND ISLAND NE 68801 | ESTATE PLANNING SERVICES;NATIONWIDE AND YOUR ESTATE SPECIALISTS; |
Where the owner name is not linked, that owner no longer owns the brand |
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