FINANCIAL ADVICE

Brand Owner (click to sort) Address Description
"CONNECTING CAPITAL WITH CONCEPT" Chicago Pacific Capital Advisors, Inc. 30 South Wacker Drive, 22F
Chicago IL 60606
Financial Advice to Private Firms
"DAILYDOLLAR.COM" AND/OR "WWW.DAILYDOLLAR.COM" Morgan Giddings 18921 136th AVE NE
Woodinville WA 98072
Financial advice, budget planning; Providing a ...
"MANAGING YOUR WEALTH FOR LIFE" Summit Capital Advisors, Inc. 402 E YAKIMA AVE STE 130
Yakima WA 98901
Financial advice and consultancy services; Financial ...
"PERSONAL FOCUS, GLOBAL PERSPECTIVE" Sunset Partners Capital Management, LLC #203
3000 Dundee Road
Northbrook IL 60062
Financial advice
$ Park Community Federal Credit Union 6101 Fern Valley Road
Louisville KY 40228
Financial advice and consultancy services; Provision ...
$ FXRENEW FX Renew, LLC 37 North Orange Avenue, Suite 500
Orlando FL 32801
Financial advice
$ KITCHEN TABLE Kitchen Table Financial Corp. 2400 Boston Street, 3rd Floor
Baltimore MD 21224
Financial advice; Financial advice and consultancy ...
'PERSONAL ECONOMY' Global View Capital Holdings N14 W23833 Stone Ridge Dr., Suite 350
Waukesha WI 53188
Financial advice and consultancy services ; ...
1650 WEALTH MANAGEMENT Balcom, Thomas W. 1650 S. Dixie Highway, Suite 201
Boca Raton FL 33432
Financial advice
3-TIER RETIREMENT STRATEGY Greg Rexford #2225 N
5500 Friendship Boulevard
Chevy Chase MD 20815
Financial advice and consulting services in ...
401K GPS Executive Financial Planning 135 W North Street Suite #1
135 W. North Street
Brighton MI 48116
Financial advice and consultancy services, helping ...
401K PROADVISOR WJK Management, Co. Inc. 4045 Orchard Rd. SE
Smynra GA 30080
Financial advice and consultancy services; Investment ...
A AXIAL Axial Market, Inc. 45 East 20th Street, 12th Floor,
New York NY 10003
Financial advice; Financial advice and consultancy ...
A HEALTHIER APPROACH TO PLANNING Monarch Wealth Strategies, Inc. 1501 State Street
Santa Barbara CA 93101
Financial advice and consultancy services; Financial ...
A SMARTER WAY TO INVEST Formulafolio Investments LLC 203
501 Baldwin Street
Jenison MI 49428
Financial advice and consultancy services to ...
A1C AlphaOne Capital Partners, LLC Suite 250
One Tower Bridge, 100 Front Street
West Conshohocken PA 19428
Financial advice and consultancy services; Hedge ...
ABSOLUTEFINANCIALFREEDOM.COM LIVING RICHER LONGER, LLC SUITE 160
8400 E. CRESCENT PKWY
GREENWOOD VILLAGE CO 80111
FINANCIAL PLANNING AND FINANCIAL ADVICE
ACCOUNTWATCH Mystic Financial, Inc. 60 High Street
Medford MA 02155
Financial advisory and consultancy services; Financial ...
ACTUAL NET WORTH Abacus Wealth Partners 7182 Healdsburg Avenue
Sebastopol CA 95472
Financial advice
ADVICE. NOT PRODUCTS Fieldstone Financial Manangement Group,LLC 20 Cabot Blvd. #300
Mansfield MA 02048
Financial services, financial advice, financial consultation
ADVICETRACK WELLS FARGO & COMPANY 420 MONTGOMERY STREET
SAN FRANCISCO CA 94163
Financial advice and retirement investment services
ADVISOR DYNAMICS Envestnet Asset Management, Inc. 35 East Wacker Drive, Suite 2400
Chicago IL 60601
Investment management and consulting services delivered ...
AFTER DIVORCE FINANCIAL SURVIVAL KIT Arons & Associates Divorce Planning, LLC 1932 Bristol Ct.
Brentwood TN 37027
Financial advice; Financial advice and consultancy ...
AGFS Doty, Robert Suite 4
1721 Eastern Avenue
Sacramento CA 948641745
Financial advice and consultancy services relating ...
ALACRITY Alacrity Financial, LLC 37th Floor
120 Broadway
New York NY 10271
Financial advice and consultancy services
ALINMA BANK Alinma Bank P. O. Box 66674
SA
Riyadh 11586
Saudi Arabia
Financial services, financial advice and consultancy; ...
ALLIANZ 365I Allianz SE Königinstrasse 28
DE
80802 München
Germany
Financial advice and consultancy services; Insurance ...
ALLIANZ LIFE PRO + SURVIVOR Allianz SE Königinstrasse 28 80802
DE
München
Germany
Financial advice and consultancy services; Financial ...
AMERICATALYST Moss, Toni 5404 Shoal Creek Blvd
Austin TX 78756
Financial advice and consultancy services
AMP AMP LIMITED LEVEL 24, 33 ALFRED STREET
AU
SYDNEY NSW 2000
Australia
Financial services, money management, money investment ...
AMPCAPITAL AMP Capital Investors Limited Level 24, 33 Alfred Street
AU
Sydney NSW 2000
Australia
Financial services, money management, money investment ...
ANNUITY OPTIMIZER TMFS Holdings, LLC Suite 220
7301 College Blvd.
Overland Park KS 66210
Financial consultancy services, financial advice ...
APERCEN Apercen Partners LLC P.O. Box 1200
Palo Alto CA 94302
Financial advice and consultancy services; financial ...
APOLLO ASSETS Apollo Assets 2181 White Lane Drive
Chesterfield MO 63017
Financial advice; Financial investment analysis ...
AQUIVIA Aquivia LLC c/o Clayton Vernon
13 Collinwood Road
Maplewood NJ 07040
Financial advice; Financial advice and consultancy ...
ARCA ARCA CAPITAL INVESTMENTS INC 333 Avenue of the Americas, Suite 2530
Miami FL 33131
Financial advice and consultancy services; Financial ...
ARCANO ARCANO ASESORES FINANCIEROS, S.L. C/ Lopez de Hoyos No. 42
ES
28006 Madrid
Spain
Financial advice and consultancy services; Financial ...
ASK JUNE United Services Automobile Association USAA Building
9800 Fredericksburg Road
San Antonio TX 78288
Financial advice for the armed forces ...
AT WORK Youatwork Ltd Hertsmere House
GB
London E144AA
United Kingdom
FINANCIAL ADVICE AND CONSULTANCY SERVICES; INSURANCE ...
AXIAL Axial Market, Inc. 43 East 20th Street, 12 Floor
New York NY 10003
Financial advice; Financial advice and consultancy ...
B & C FINANCIAL SECURITY, INC. Butensky & Cohen Financial Security, Inc. Suite 101
110 Professional Drive
Ponte Vedra Beach FL 32082
Financial advice and consultancy services; Financial ...
BANCO24HORAS TECNOLOGIA BANCARIA S.A. Av. Andromeda 2000
BR
Barueri, Sao Paulo 06455-000
Brazil
ATM banking services, services of electronic ...
BANKING IS BELIEVING Rockville Bank 25 Park Street
Vernon CT 06066
Banking services, ATM banking services, on-line ...
BARCLAYCARD BBUY Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
FINANCIAL SERVICES, MONEY LENDING, INVESTMENT FUND ...
BARCLAYCARD BCLOUD Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
FINANCIAL SERVICES, MONEY LENDING, INVESTMENT FUND ...
BARCLAYCARD BGIVE Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
INSURANCE SERVICES, INSURANCE UNDERWRITING SERVICES; FINANCIAL ...
BARCLAYCARD BSELL Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
INSURANCE SERVICES, INSURANCE UNDERWRITING SERVICES; FINANCIAL ...
BARCLAYCARD BWALLET Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
FINANCIAL SERVICES, MONEY LENDING, INVESTMENT FUND ...
BARX GATOR Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
FINANCIAL SERVICES, PRIVATE BANKING SERVICES; MONETARY ...
BAYVIEW INVESTMENT COUNSEL BAYVIEW INVESTMENT COUNSEL, INC. 110 Channel Marker Way, Suite 101
Grasonville MD 21638
Financial advice and consultancy services; Financial ...
BBUY Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
FINANCIAL SERVICES, MONEY LENDING, INVESTMENT FUND ...
BBVA EAGLES Banco Bilbao Vizcaya Argentaria, S.A. Plaza de San Nicolas, 4
ES
48005 Bilbao
Spain
Financial advice; Financial asset management; Financial ...
BCLOUD Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
FINANCIAL SERVICES, MONEY LENDING, INVESTMENT FUND ...
BE THE BANK Yellen, Windsor P.O. Box 2645
Elizabeth CO 80107
Financial advice; Investment advice
BENEFITMATRIX BENEFITRFP.COM, INC. Suite 950
701 L Street
Sacramento CA 95814
Financial advice and consultancy services; Financial ...
BENEFITRFP benefitRFP.com, Inc. Suite 950
770 L Street
Sacramento CA 95814
Financial advice and consultancy services; Financial ...
BETAVISOR Betavisor, LLC 77 West Huron St, #2411

Chicago IL 60654
Financial advice and consultancy services; Financial ...
BEYOND TRADITIONAL ADVICE Centennial Wealth Advisory, LLC. 125 N Weinbach Avenue, Suite 440
Evansville IN 47711
Financial advice; Financial advice and consultancy ...
BGIVE Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
INSURANCE SERVICES, INSURANCE UNDERWRITING SERVICES; FINANCIAL ...
BILLHIGHWAY ENTERPRISE Automated Payment Highway, Inc. 363 West Big Beaver Road, Suite 400
Troy MI 48084
Financial advice and consultancy series; financial ...
BIO-TECH EDGE Growers Edge 6913 Vista Drive
West Des Moines IA 50266
Financial advice for the agricultural farming ...
BISON STATES Bison States Financial Network, Inc. 2806 Garfield, Suite D
Missoula MT 59801
financial advice in the nature of ...
BLOOM FINANCIAL SOLUTIONS Christison, Michelle Suite 5 #388
140 B Street
Davis CA 95616
Financial advice; Financial analysis and consultation; ...
BLUE DIAMOND WEALTH MANAGEMENT COMMITTED TO YOUR FINANCIAL SUCCESS Imbrogno, Angelo R 2871 83rd Street
Darien IL 60561
Financial advice; Financial advice and consultancy ...
BOLTON Bolton Investment Group, LP 775 Ridge Lake Blvd., Suite 100
Memphis TN 38120
providing investment and financial advice
BOLTON Bolton Investment Group, LP 775 Ridge Lake Blvd., Suite 100
Memphis TN 38120
providing investment and financial advice
BOOMEROLOGY Chlumsky, Nicholas 5541 Harborage Drive
Fort Myers FL 33908
Insurance and financial services, financial advice ...
BOON CAPITAL ADVISORS Boon Capital Advisors LLC 2100 Sanders Road, Suite 200
Northbrook IL 60062
Financial advice and consultancy services
BPAY Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
FINANCIAL SERVICES, MONEY LENDING, INVESTMENT FUND ...
BRIDGEPLUS East West Bank 135 N. Los Robles Avenue
Pasadena CA 91101
Financial advice and consultancy services; automated ...
BRINGING FINANCIAL DREAMS TO LIFE The Wellington Group LLC Suite 400
9000 Keystone Crossing
Indianapolis IN 46240
Financial advice and consultancy services; Financial ...
BRINGING SUCCESS TO SUCCESSION Jenny Ray N7176 Lakeshore Ave
Elkhorn WI 53121
Financial advice; Financial advisory and consultancy ...
BROADRIVER The Management Group, LLC 21st Floor
485 Madison Avenue
New York NY 10022
Financial advice and consultancy services
BSELL Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
INSURANCE SERVICES, INSURANCE UNDERWRITING SERVICES; FINANCIAL ...
BSW WEALTH PARTNERS GROWING MONEY. SOLVING PROBLEMS BSW Wealth Partners LLC 2336 Pearl Street, Suite 100
Boulder CO 80302
Financial advice and consultancy services
BUDGET REFEREE Budget Referee LLC #301
1675 Parkcrest Circle
Reston VA 20190
Financial advice, budget planning
BUDGETBUREAU George, David 14207 Tomball Pkwy #9
Houston TX 77086
Financial services, financial advice and consultancy ...
BURSANET Actinver, S.A. de C.V. Sociedad Operadora de Sociedades de Inversion Plaza Del Parque, Col. Centro de Ciudad
Guillermo Gonzalez Camarena #1200
01210 Santa Fe, Mexico D.F.
Mexico
Insurance brokerage; financial matters, financial advice, ...
BWALLET Barclays Bank Plc 29th Floor 1 Churchill Place
GB
London E145HP
United Kingdom
FINANCIAL SERVICES, MONEY LENDING, INVESTMENT FUND ...
CA CONSULT CAIXA CENTRAL - CAIXA CENTRAL DE CRÉDITO AGRICOLA MÚTUO, CRL Rua Castilho 233/233ª
1099004 Lisboa
Portugal
Insurance services, insurance and financial information ...
CA GEST CAIXA CENTRAL - CAIXA CENTRAL DE CRÉDITO AGRICOLA MÚTUO, CRL Rua Castilho 233/233ª
1099004 Lisboa
Portugal
Insurance services, insurance and financial information ...
CALAMOS GROWTHWORKS Calamos Holdings LLC 2020 Calamos Court
Naperville IL 60563
Financial advice; Financial analyses; Financial analysis ...
CALVERT A UNIFI COMPANY Calvert Group, Ltd. Suite 1000N
4550 Montgomery Avenue
Bethesda MD 20814
Financial advice
CALVERT A UNIFI COMPANY Calvert Group, Ltd. 4550 Montgomery Ave., Suite 1000N
Bethesda MD 20814
Financial advice
CALVERT INVESTMENTS THAT MAKE A DIFFERENCE A UNIFI COMPANY Calvert Group, Ltd. Suite 1000N
4550 Montgomery Avenue
Bethesda MD 20814
Financial advice
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 Avenue
Bethesda MD 20814
Financial advice
CALVERT-HENDERSON QUALITY OF LIFE INDICATORS Calvert Group, Ltd. Suite 1000N
4550 Montgomery Avenue
Bethesda MD 20814
Financial advice
CALVERT-HENDERSON QUALITY OF LIFE INDICATORS Calvert Group, Ltd. 4550 Montgomery Ave., Suite 1000N
Bethesda MD 20814
Financial advice
CAMBRIDGE WEALTH COUNSEL Southern Wealth Management, Inc. Suite 105
505 Corporate Center Drive
Stockbridge GA 30281
Financial advice and consultancy services; Financial ...
CAPES MWH Americas, Inc. 380 Interlocken Crescent
Suite 200
Broomfield CO 800218012
Financial advice and consultation services
CAROLINA MONTIBELLI Carolina Montibelli 15209 NE 73rd St.

Redmond WA 98052
Financial advice and consulting;Educational services, namely, ...
CARTESIA FINANCIAL Cartesia Financial 2210 North Sedgwick
Chicago IL 60614
Financial advice and consultancy services
CASHFLOW GPS GILL, Harjit, S 4195 STATE ROUTE 508
Cinebar WA 98533
Financial advice and consultancy services; Financial ...
CASHMAX Growers Edge 6913 Vista Drive
West Des Moines IA 50266
FINANCIAL ADVICE FOR THE AGRICULTURAL FARMING ...
CASHMAX PUSH Growers Edge 6913 Vista Drive
West Des Moines IA 50266
FINANCIAL ADVICE FOR THE AGRICULTURAL FARMING ...
CAUSEVESTING Ostrowski, Gregory 301 Giddings Ave.
Annapolis MD 21401
Financial advice; Financial advisory and consultancy ...
CEDRUS PARTNERS ACTIVE INVESTMENT SOLUTIONS Cedrus Partners 217 rue Saint Honoré
FR
75001 Paris
France
Insurance and financial services, Financial affairs ...
CENTRAL MINNESOTA FINANCIAL ADVISORS Central Minnesota Credit Union 20 South Fourth Avenue East
Melrose MN 56352
Financial advice; Financial advice and consultancy ...
CENTRAL MINNESOTA FINANCIAL ADVISORS Central Minnesota Credit Union 20 Fourth Avenue SE
Melrose MN 56352
Financial advice and consultancy services; financial ...
 

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.