FINANCIAL PLANNING CONSULTATION SERVICES

Brand Owner (click to sort) Address Description
BALANCE WITH STYLE ORGANIZAMERICA, INC. Suite 306 2215 York Road Oak Brook IL 60523 Financial planning and consultation services;Color is not claimed as a feature of the mark.;
CAPITAL PLANNING VALUATION STRATEGY Brock, Stephen 297 Kingsbury Grade, Suite 203 Lake Tahoe (Stateline) NV 89449 Financial planning and consultation services, namely, creating financial strategies for raising money for private companies in the medtech, biotech, life science and pharma verticals only;
E PLAN FINANCIAL E Plan Financial, Inc. 1625 N Commerce Parkway Suite 300 Weston FL 33326 FINANCIAL PLANNING AND CONSULTATION SERVICES, NAMELY, BUDGET ANALYSIS, INDIVIDUAL RETIREMENT ACCOUNT SERVICES, INVESTMENT ADVICE, ESTATE PLANNING, INSURANCE, EDUCATION FUNDING, EMPLOYEE BENEFITS, PERSONAL BENEFITS, INCOME PROTECTION PLANNING AND ADVICE;FINANCIAL;
FAMILY WEALTH DESIGN HIGHWAY FINANCIAL NETWORKS 2155 Larkspur Lane, Suite B Redding CA 96002 Financial planning and consultation services;FAMILY WEALTH;
GIVING WHILE LIVING Kramer, Philip A. Suite 2013 23901 Calabasas Road Calabasas CA 91302 Financial planning consultation services in the fields of charitable contributions and charitable services;Business management and consultation in the fields of charitable contributions and charitable services;
HIGHWAY FINANCIAL NETWORKS HIGHWAY FINANCIAL NETWORKS 2155 Larkspur Lane, Suite B Redding CA 96002 Financial planning and consultation services;FINANCIAL NETWORKS;
HIGHWAY FINANCIAL NETWORKS Legacy Planning Group, Inc. 250 Hemsted Drive, Suite 310 Redding CA 96002 Financial planning and consultation services;FINANCIAL NETWORKS;
LIVING. BEYOND THE MONEY. HIGHWAY FINANCIAL NETWORKS 2155 Larkspur Lane, Suite B Redding CA 96002 Financial planning and consultation services;
RIPE Cannex Financial Exchanges Limited Suite 1001 1200 Bay Street Toronto, Ontario M5R2A5 Canada Financial planning consultation services for financial institutions, financial advisors, stockbrokers, agents, broker/dealers and consumers, namely, using computer networks and telephone systems to determine client product needs by comparing post retirement income options from various financial institutions;
ROTH AND ROLL AMERICA Warren, Douglas 25755 Avenida Del Oro Temecula CA 92590 Financial planning consultation services;
STEWARDSHIP COACH Ronald Blue & Co. Suite 300 300 Colonial Center Parkway Roswell GA 30076 Financial planning and consultation services; estate planning and consultation services; investment consultation services; and consultation in the field of monetary charitable giving;Tax consultation services;STEWARDSHIP;
VALENCE Valence Capital Management LP 17th Floor 1251 Avenue of the Americas New York NY 10020 Financial planning and consultation services; management of private company and fund investments, namely, overseeing and managing portfolio companies, fund investments, distressed debt, and real estate funds;
VALENCE CAPITAL Valence Capital Management LP 17th Floor 1251 Avenue of the Americas New York NY 10020 Financial planning and consultation services; management of private company and fund investments, namely, overseeing and managing portfolio companies, fund investments, distressed debt, and real estate funds;
VALENCE CAPITAL MANAGEMENT Valence Capital Management LP 17th Floor 1251 Avenue of the Americas New York NY 10020 Financial planning and consultation services; management of private company and fund investments, namely, overseeing and managing portfolio companies, fund investments, distressed debt, and real estate funds;
 

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

   
Technical Examples
  1. A unitary machine parsable language for use in data representation and problem solving in knowledge based services having a vocabulary of terms which derive from a natural human language to facilitate ease of comprehension by humans based upon a definition of the context of an item of information. A method of increasing the effectiveness of a knowledge based service consultation comprising splitting the consultation into at least a pre-consultation phase, a consultation phase and a post-consultation phase wherein information collected during earlier phases is electronically checked during the post-consultation phase.