FINANCIAL ADVISORY CONSULTANCY SERVICES

Brand Owner (click to sort) Address Description
"HELPING BUSINESS OWNERS PROTECT, PRESERVE AND PURSUE MORE VALUE FROM THEIR BUSINESS, MORE TAX EFFICIENTLY!" AXA Advisors Suite 100 6200 Old Dobbin Lane Columbia MD 21045 Financial advisory and consultancy services; financial advisory and consultancy services in the fields of life insurance and annuities;Business advisory services, consultancy and information;
"THE ADVICE YOU NEED. THE SERVICE YOU DESERVE." Stites, Shawn David PO BOX 149 Wilton CA 95693 Financial advisory and consultancy services;
"THE ALTERNATIVE TO REVERSE MORTGAGES!" UnMortgage Advisors Terry Knight 10015 Braes Forest Dr Houston TX 77071 Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial consulting in the field of real estate note brokerage; Financial services, namely, real estate note brokerage; Financial valuation of personal property and real estate; Providing financial assessment services to seniors; Providing financial consultation services to seniors; Providing financial information services to seniors;
(K) SERIES INTELLICENTS INVESTMENT SOLUTIONS INC. 100 North Broadway Albert Lea MN 56007 Financial advisory and consultancy services; preparation of financial retirement plan analysis reports; financial retirement plan services, namely, financial retirement plan consulting services; providing information regarding the financial aspects of retirement;SERIES;
(K)LARITY GREENSPRING WEALTH MANAGEMENT, INC. 501 Fairmount Avenue, Suite 102 Towson MD 21286 Financial advisory and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;CLARITY;
(K)LARITY INDEX GREENSPRING WEALTH MANAGEMENT, INC. 501 Fairmount Avenue, Suite 102 Towson MD 21286 Financial advisory and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;CLARITY INDEX;INDEX;
(K)LARITY QUOTIENT GREENSPRING WEALTH MANAGEMENT, INC. 501 Fairmount Avenue, Suite 102 Towson MD 21286 Financial advisory and consultancy services; Financial planning for retirement; Financial retirement plan consulting services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;CLARITY QUOTIENT;
20 MINUTES COULD SAVE YOU 20 YEARS Balance 180 Financial Suite 250 9229 Ward Parkway Kansas City MO 64114 Financial advisory and consultancy services;
21ST CENTURY WEALTH MANAGEMENT & TAX CONSULTANTS Krupa, Edward B 536 Pine St Pottsville PA 17901 Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments;21ST CENTURY WEALTH MANAGEMENT AND TAX CONSULTANTS;Income tax consultation; Income tax preparation; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Tax filing services; Tax preparation;WEALTH MANAGEMENT & TAX CONSULTANTS;
3 RIVERS WEALTH MANAGEMENT GROUP 3 Rivers Wealth Management Group, Inc. 1008 Breezewood Drive Canonsburg PA 15317 Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services;THREE RIVERS WEALTH MANAGEMENT GROUP;
360 (DEGREE SYMBOL - O IN SUPERSCRIPT) INSIGHT Brock Financial Network 640 East 700 South, Suite 302 St. George NV 84770 Financial advisory and consultancy services, namely, namely creating personalized strategies for individuals and businesses for achieverment of financial and personal goals;
401(K) BUILDER PARTNER / PLAN / ACCUMULATE HELPING YOU PREPARE FOR RETIREMENT WITH CONFIDENCE SINCE 1986 Advance Capital Management, Inc. Suite 444 One Towne Square Southfield MI 48076 Financial advisory and consultancy services;401(K) BUILDER;
4WALL INVESTMENTS Pearlman Advisors & Investments 2nd Floor 600 Fifth Avenue New York NY 10020 Financial advisory and consultancy services;FOR WALL INVESTMENTS; FOUR WALL INVESTMENTS;INVESTMENTS;
A GOOD LIFE FOR THE REST OF YOUR LIFE Advanced Practice Network 333 N. Indian Hills Blvd. Claremont CA 91711 Financial advisory and consultancy services;
A GREAT DEAL DIFFERENT Quarton Partners 300 Park Street, Suite 480 Birmingham MI 48009 Financial advisory and consultancy services; Financial advisory and consultancy services relating to finance, financial investments, financial valuations, and investment banking; Financial and investment services, namely, financial advisory services relating to business sales, business divestitures, corporate workout, shareholder recapitalization, management buyouts, debt restructuring, receiverships and bankruptcies, securities transactions, and loan resolution for commercial loans; Financial and investment services, namely, equity and debt capital raising, asset and investment acquisition, consultation, advisory and development, and management services; Providing financial and investment services relating to leveraged buy outs and investments in financially distressed or underperforming companies; Financial services, namely, assisting others with the completion of financial transactions to raise equity and debt capital; Financial services, namely, raising debt and equity capital for others; Venture capital advisory services; Strategic financial advisory services; Investment banking services; Financial transaction services, namely, providing advice and consultation in the buying and selling of companies, and mergers and acquisitions; Financial consulting and advising in the field of mergers and acquisitions; Financial restructuring services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Investment management services in the field of acquiring and selling companies and businesses; Venture capital funding services to emerging and start-up companies; Facilitating and arranging for the financing of companies and business entities; Lending consultant services; Capital investment consulting; Investment advisory services; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial information and evaluation; Providing information, commentary and advice in the fields of finance, financial investments, financial valuations, and investment banking; Providing information in the field of finance and investment banking; and Providing a website featuring educational information in the field of finance and investment banking;Business consulting services in the fields of finance, financial investments, financial valuations, and investment banking;
A TEAM APPROACH TO YOUR FINANCIAL FUTURE Nexstep Financial Group 1540 West Main Avenue, Ste A De Pere WI 54115 Financial advisory and consultancy services; Financial advice; Financial consultancy; Financial consultation; Financial planning for retirement; Insurance consultancy; Insurance consultation; Insurance information; Consultancy services relating to insurance;
ABICH Abich Financial Services, Inc. 20135 Lakeview Center Plaza, #110 Ashburn VA 20147 Financial advisory and consultancy services; Financial planning for retirement; Investment advisory services; Investment advice in the fields of retirement;
ABOUND WEALTH Abound Wealth 108 Fourth Avenue South, Suite 207 Franklin TN 37064 Financial advisory and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Advice on finance during retirement; Financial retirement plan consulting services; Financial planning for retirement; Strategic financial advisory services;WEALTH;
ABRIMOS PUERTAS A TU FUTURO OUR Microlending Suite 201 1790 SW 22nd Street Miami FL 33145 financial advisory and consultancy services relating to micro credits and micro finance; advisory services relating to credit and debit control, investment, grants and financing of loans; financial services, namely, money lending and arranging and providing credit and loans; financial planning and investment advisory services in the field of micro finance and money lending; financial management; financial planning, namely, creating and providing personalized strategies to third parties to achieve financial independence; investment services, namely, asset acquisition, consultation, development and management services; providing information and advice in the field of finance, financial investments, and financial valuations; providing a web site featuring information and news in the field of finance; but none of the foregoing in the mortgage field;The foreign wording in the mark translates into English as opening doors to your future.;
ABSOLUTE & TRUE, NO PRE-PAYMENT PENALTY NCMIC FINANCE CORPORATION 14001 University Avenue Clive IA 503258258 financial advisory and consultancy services, namely, providing financial information and financial advisory services relating to the recording and regulation of financial contracts;ABSOLUTE AND TRUE, NO PRE-PAYMENT PENALTY;PRE-PAYMENT PENALTY;
ABSOLUTE CONVERTIBLE ARBITRAGE FUND Absolute Investment Advisers 383 Central Avenue, Ste. 259 Dover NH 03820 Financial advisory and consultancy services; Financial investment brokerage services;
ABSOLUTE CORE STRATEGY ETF Absolute Investment Advisers 383 Central Avenue, Ste. 259 Dover NH 03820 Financial advisory and consultancy services; Financial investment brokerage services;
ABUNDANCE FIRST Right Wey Unit 267 379 N 157th Lane Goodyear AZ 85338 Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Information, advisory, consultancy and financial research services relating to finance and investments;
ACACIA DIGITAL HOLDINGS Crescent City Capital, LP 812 Gravier St, Suite 360 New Orleans LA 70112 Financial advisory and consultancy services; Financial consultation in the field of cryptocurrency; Providing financial information in the field of cryptocurrency;
ACCELERATED BUSINESS STRATEGIES Accelerated Wealth 13570 Meadowgrass Drive, Ste. 100 Colorado Springs CO 80921 Financial advisory and consultancy services, namely, creating financial strategies and structures for business owners; Strategic financial advisory services; Insurance and financial information and consultancy services; Providing financial consultation services to business owners; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services;BUSINESS STRATEGIES;
ACCELERATED PLUS ETF Innovator Capital Management 109 North Hale Street Wheaton IL 60187 Financial advisory and consultancy services, namely, management of exchange traded funds (ETFs); Providing financial assessment services to investors of exchange traded funds (ETFs), exchange listed securities and portfolios; Providing financial consultation services to investors of exchange traded funds (ETFs), exchange listed securities and portfolios; Providing financial information services to investors of exchange traded funds (ETFs), exchange listed securities and portfolios;ETF;
ACCELERATED WEALTH ADVISORS Accelerated Wealth 13570 Meadowgrass Drive, Ste. 100 Colorado Springs CO 80921 Financial advisory and consultancy services; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial investment brokerage services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services;As to ACCELERATED WEALTH;ADVISORS;
ACCOUNT REVENUE SOLUTION VELOCITY SOLUTIONS PO BOX 460939 FORT LAUDERDALE FL 33346 Financial advisory and consultancy services, namely, advising financial institutions regarding financial management best practices and financial optimization of revenue enhancement strategies employed with customers;Business management advisory and consultancy services, namely, advising financial institutions regarding revenue enhancement strategies employed with customers;REVENUE SOLUTION;
ACERTUS BEACON INVESTMENT ADVISORY SERVICES, INC. SUITE 600 163 MADISON AVENUE MORRISTOWN NJ 07960 Financial advisory and consultancy services; financial asset management; financial planning; financial planning and investment advisory services; financial planning, namely, developing compensation and benefit packages for corporate executives;
ACERTUS ADVISORS Eichen, Mitchell D. 465 South Street Morristown NJ 07960 Financial advisory and consultancy services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial planning, namely, Developing Compensation and Benefit Packages for Corporate Executives;ADVISORS;
ACERTUS ASSET MANAGEMENT Eichen, Mitchell D. 465 South Street Morristown NJ 07960 Financial advisory and consultancy services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial planning, namely, Developing Compensation and Benefit Packages for Corporate Executives;ASSET MANAGEMENT;
ACERTUS CAPITAL Eichen, Mitchell D. 465 South Street Morristown NJ 07960 Financial advisory and consultancy services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial planning, namely, Developing Compensation and Benefit Packages for Corporate Executives;CAPITAL;
ACERTUS CAPITAL MANAGEMENT Mitchell D. Eichen 465 South Street Morristown NJ 07960 Financial advisory and consultancy services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial planning, namely, Deceloping Compensation and Benefit Packages for Corporate Executives;
ACERTUS MARKET SENTIMENT INDICATOR BEACON INVESTMENT ADVISORY SERVICES, INC. SUITE 600 163 MADISON AVENUE MORRISTOWN NJ 07960 Financial advisory and consultancy services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial planning, namely, Deceloping Compensation and Benefit Packages for Corporate Executives;MARKET SENTIMENT INDICATOR;
ACERTUS PARTNERS Eichen, Mitchell D. 465 South Street Morristown NJ 07960 Financial advisory and consultancy services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial planning, namely, Developing Compensation and Benefit Packages for Corporate Executives;PARTNERS;
ACT - AGENT COMMISSION TRAPPING Principal Review 150870 SW 154th Terrace Miami FL 33187 Financial advisory and consultancy services, namely, advice and guidance on retirement benefit plan options and choices; Financial retirement plan consulting services;AGENT COMMISSION;
ACTIVATE CHANGE Alvarez & Marsal Holdings 600 Madison Ave. New York NY 10022 Financial advisory and consultancy services for creditors; financial consulting services; bankruptcy trustee services, bankruptcy examiner services, namely, confirming the accuracy and completeness of a bankruptcy applicant's financial documentation; assistance, advisory services and consultancy services relating to the financial aspects of investments, divestitures and mergers;Business management services; business supervision services; business consulting services, business risk assessment services; business risk management consultation; assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; business research services; assistance, advisory services and consultancy with regard to business acquisitions, business divestitures and business mergers; tax advisory services; tax and taxation planning, advice, information and consultancy services;
ACTON MEDIA ACTON MEDIA, INC. 701 Brickell Avenue, Suite 1550 Miami FL 33131 Financial advisory and consultancy services, namely, Venture capital services, namely, providing seed funds, financing and expertise to entrepreneurs and emerging and start-up companies; Venture capital advisory, financing, funding and management services; Private equity financing, fund investment services; Debt financing and fund investment services; Public equity and hedge fund investment services; Incubation services, namely, providing financing to freelancers, start-ups, existing businesses and non-profits; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services;
ACUMEN WEALTH ADVISORS Acumen Wealth Advisors 535 Chestnut Street, Suite 202 Chattanooga TN 37402 Financial advisory and consultancy services, namely, research, analysis, consultation, planning and management as the same for the portfolios of individuals excluding philanthropic or social investments; financial investment and risk management for the portfolios of individuals excluding philanthropic or social investments;WEALTH ADVISORS;
ADAPT ADVISORS Adaptation Financial Advisors 700 Cedar Lake Blvd. Oklahoma City OK 73114 Financial advisory and consultancy services, namely, financial planning for businesses and individuals; Financial planning, namely, financial planning for businesses and individuals;ADVISORS;
ADVANCED ESTATE PLANNING Jamie A Plemons 1455 Frazee Rd Suite 500 San Diego CA 92108 Financial advisory and consultancy services, namely, financial planning, wealth management services, investment planning, fiduciary representative services, estate planning and Medi-Cal planning services; Insurance consultancy; Financial planning for retirement;
ADVEST INVESTMENT GROUP Beauchamp Investment Group, Inc. 9 Yorkshire Way Burlington CT 06013 Financial advisory and consultancy services;INVESTMENT GROUP;
ADVISING THOSE WHO SERVE PUBLIC EMPLOYEE ADVISORS Suite 225 1250 South Pine Island Road Plantation FL 33332 Financial advisory and consultancy services; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services;
ADVISOR OBSESSED Epik Advisors 5200 Bob Billings Pkwy Suite 101 Lawrence KS 66047 Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence;
ADVISOR TO THE ENTREPRENEUR Dew Wealth Management 8888 E Raintree Drive; Suite 120 Scottsdale AZ 85260 Financial advisory and consultancy services; Financial planning; Investment management;
ADVISORS WHO CALL Ellenbecker Investment Group, Inc. Suite 200 N35 W23877 Highfield Court Pewaukee WI 53072 FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT;
ADVISORS WHO LISTEN Ellenbecker Investment Group, Inc. Suite 200 N35 W23877 Highfield Court Pewaukee WI 53072 FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT;
ADVISORS WHO PLAN Ellenbecker Investment Group, Inc. Suite 200 N35 W23877 Highfield Court Pewaukee WI 53072 Financial advisory and consultancy services; financial portfolio analysis services; investment management;
ADVISORS WHO PLAN Ellenbecker Investment Group, Inc. Suite 200 N35 W23877 Highfield Court Pewaukee WI 53072 Financial advisory and consultancy services; financial portfolio analysis services; investment management;
ADVISORS WHO RESPOND ELLENBECKER INVESTMENT GROUP, INC N35 W23877 Highfield Court Suite 200 Pewaukee WI 53072 FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT;
ADVISORY CREW The Capital Chart Room Ltd 2821 W. 7th St., Suite 550 Fort Worth TX 76107 Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence;ADVISORY;
ADVOCATES FOR THE ACADEMIC INVESTOR Collegiate Capital Management, Inc. 214 New Bern Place Raleigh NC 27601 Financial advisory and consultancy services; Financial management; Financial planning; Financial planning and investment advisory services; Providing financial information; Providing financial information via a web site;
AFFIRMED.NET Frizzell, Charles M 1154 Wexford Park Mount Pleasant SC 29466 Financial advisory and consultancy services, namely, insurance consulting;
AFO CRESSET ADMINISTRATIVE SERVICES CORPORATION 444 West Lake Street, Suite 4700 Chicago IL 60606 Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating customized financial planning strategies for achieving wealth management success; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development;
AFRICAPITALISM Heirs Holdings Limited 1 Macgregor Road Ikoyi, Lagos Nigeria Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial investment brokerage services;AFRICA CAPITALISM;
AGEX AGEX Financial 942 Town Center New Britain PA 18901 Financial advisory and consultancy services;
AGGREGO AGGREGO CORPORATION 5 Oriole Court Plainsboro NJ 08536 Financial advisory and consultancy services; Financial analysis and consultation; Financial consultancy and insurance consultancy; Insurance information and consultancy; Banking consulting services; Insurance consulting services; Financial management and analysis; Financial risk management; Financial risk assessment services; Insurance risk management; Insurance risk management, namely, insurance risk assessment;Business consulting and management featuring data management and regulatory compliance in the field of banking, insurance, capital markets, and finance; Data management services, namely, electronic data collection, data import in the nature of data compilation, business data verification, namely, financial record-keeping for regulatory compliance purposes; business data verification, namely, financial record-keeping for regulatory compliance purposes, for ensuring compliance with statutory regulations, data management, data analysis for business purposes, and data processing, all the aforementioned services in the field of banking, insurance, capital markets, and finance; Business consulting and management, namely, management and compilation of computerized databases for business purposes, in the field of banking, insurance, capital markets, and finance; Business information and advisory services for the banking, insurance, capital markets and finance industries, namely, providing data analysis, information reporting, strategy and consulting services, and business research and data analysis services; Collecting, compiling and analyzing business data and information; Systematization of data in computer databases; Providing business intelligence services in the field of banking, insurance, capital markets, and finance; Business consulting services in the field of business program management, methodologies and organization design to support technology and digital initiatives; Business consultation in the field of enterprise architecture development; Business consulting services in the field of digital strategy in the nature of a marketing strategy, namely, customer relations for the implementation of robotic and artificial intelligence based automation of business activities;Regulatory compliance consulting services in the fields of banking, insurance, capital markets, and finance; Reviewing standards and practices to assure compliance with state and federal laws and regulations; Tracking and monitoring regulatory requirements in the field of banking, insurance, capital markets, and finance for regulatory compliance purposes; Consulting services in the field of state and federal regulatory compliance requirements in the field of banking, insurance, capital markets, and finance; Statutory and regulatory assessment in the nature of regulatory compliance consulting on conformity activities within the banking, insurance, capital markets, and finance industries; Banking, insurance, capital markets and finance legal compliance services, namely, due diligence, regulatory reporting, and compliance consulting services; Verification and validation of electronic data in the nature of testing, analysis, evaluation of financial information to ensure compliance with defined technical standards, data quality requirements and regulatory requirements for banking, insurance, capital markets, and finance industry standards;The English translation of Aggrego in the mark is I join.;Electronic data storage; Technology consulting services in the fields of database development, business analytics, data governance, data management, data solutions, data warehousing, data quality, data integration, data architecture, and data modelling all the aforementioned in the field of banking, insurance, capital markets, and finance; Consulting services in the field of customized computer system and software application development, deployment, and management; Consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others; Consulting services in the fields of selection, implementation and use of computer hardware and software systems for others; Technical consultancy relating to information technology and the design and development of computer hardware and computer software; Consulting services in the field of technology integration related to mergers, acquisitions and divestitures; Technology consulting services in the field of electronic data sourcing, electronic data cleaning, and electronic data storage to meet regulatory reporting requirements; Technology consulting services in the field of packaged computer system and software application implementation, deployment and management; Consulting services in the field of computer software for marketing, digital media and customer relationship management; Consulting services, namely, designing and implementing compliance software programs, risk management software programs, and contingency plan software for others;
AGRARIA VENTURES Agraria Ventures Suite 200 1530 J Street Sacramento CA 95814 Financial advisory and consultancy services namely helping individuals exploit intellectual property involving agriculture, health, environment;
AKRISH FINANCIAL ADVISORY Anandi Krishnamurthy 20800 Verde Vista Lane Saratoga CA 95070 Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence;FINANCIAL ADVISORY;
ALIGHT FINANCIAL ADVISORS ALIGHT SOLUTIONS 4 Overlook Point Lincolnshire IL 60069 Financial advisory and consultancy services in the field of employer-sponsored retirement plans; investment management of employer-sponsored retirement plans;FINANCIAL ADVISORS;
ALIGNED WEALTH Conway Wealth Services 4 Campus Drive Parsippany NJ 07054 Financial advisory and consultancy services, namely, wealth management services; providing financial services with respect to securities and other financial instruments and products, namely, money management services; money management services;WEALTH;
ALIGNED WEALTH ADVISORS CONWAY WEALTH GROUP 4 Campus Drive Parsippany NJ 07054 Financial advisory and consultancy services, namely, wealth management services for individuals and private investors; providing financial services with respect to securities and other financial instruments and products, namely, money management services for individuals and private investors; money management services for individuals and private investors;WEALTH ADVISORS;
ALIGNMENT SCORE Conway, Michael W. 23 First Street Califon NJ 07830 Financial advisory and consultancy services, namely, individual financial review and assessment following use of a questionnaire regarding satisfaction levels with regard to finances and financial independence in different areas of life;SCORE;
ALIGNMENT SCORE CONWAY WEALTH GROUP 4 Campus Drive Parsippany NJ 07054 Financial advisory and consultancy services, namely, reviewing and assessing financial position following use of Alignment Index;
ALLIANCE ENTRUST Alliance Financial Group, Inc. 3390 Auto Mall Drive Westlake Village CA 91362 Financial advisory and consultancy services; Financial asset management; Financial management; Financial portfolio management; Financial risk management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Insurance brokerage;
ALLY INVEST WEALTH MANAGEMENT ALLY FINANCIAL INC. 500 Woodward Avenue Detroit MI 48226 Financial advisory and consultancy services; Financial planning and investment advisory services; Strategic financial advisory services;INVEST AND WEALTH MANAGEMENT;
ALPHA BUILDING BLOCKS NEW AGE ALPHA ADVISORS Suite A-101 555 Theodore Fremd Ave Rye NY 10580 Financial advisory and consultancy services, namely, providing equity capital research, featuring equity research reports and equity analysis about the financial condition and stock prices of public and private companies; financial consulting services, namely, providing investors with advice in the field of shareholder communications with respect to valuation and shareholder value;, namely, providing indexes of securities values;
ALPHA BUILDING BLOCKS Alpha Building Blocks Suite 206 South 411 Theodore Fremd Ave Rye NY 10580 Financial advisory and consultancy services, namely, providing equity capital research, featuring equity research reports and equity analysis about the financial condition and stock prices of public and private companies; financial consulting services, namely, providing investors with advice in the field of shareholder communications with respect to valuation and shareholder value;, namely, providing indexes of securities values;
ALPHABET CAPITAL ADVISORS AlphaBet Capital Advisors Ltd 43 Berkeley Square, Suite 4b, Mayfair Berkeley Square London W1J5FJ United Kingdom Financial advisory and consultancy services, namely, Investments, Investment Advisory and Capital Raising;CAPITAL ADVISORS;
ALPHAONE AlphaOne Capital Partners Suite 120 789 East Lancaster Avenue Villanova PA 19085 Financial advisory and consultancy services; Hedge fund investment services; Investment advisory services;ALPHA ONE;
ALPHAONE ESSENTIALS FUND AlphaOne Capital Partners Suite 120 789 East Lancaster Avenue Villanova PA 19085 Financial advisory and consultancy services; Hedge fund investment services; Investment advisory services;ALPHA ONE ESSENTIALS FUND;FUND;
ALPHAONE SATORI FUND AlphaOne Capital Partners Suite 120 789 East Lancaster Avenue Villanova PA 19085 Financial advisory and consultancy services; Hedge fund investment services; Investment advisory services;ALPHA ONE SATORI FUND;FUND;
ALPHAONE SATORI INTERMEDIATE FUND AlphaOne Capital Partners Suite 120 789 East Lancaster Avenue Villanova PA 19085 Financial advisory and consultancy services; Hedge fund investment services; Investment advisory services;ALPHA ONE SATORI INTERMEDIATE FUND;INTERMEDIATE FUND;
ALPHAONE SATORI MASTER FUND AlphaOne Capital Partners Suite 120 789 East Lancaster Avenue Villanova PA 19085 Financial advisory and consultancy services; Hedge fund investment services; Investment advisory services;ALPHA ONE SATORI MASTER FUND;MASTER FUND;
ALPHAPARAMETRIC PARAMETER CLIMATE, INC. 186 WEST 80TH STREET, APT 5A NEW YORK NY 10024 Financial advisory and consultancy services as a managing general agent in the field of climate-related securities;
ALPHAPARAMETRIC PARAMETER CLIMATE 186 West 80th Street, Apt. 5A New York NY 10024 Financial advisory and consultancy services as a managing general agent in the field of climate-related securities;
ALTA CAPITAL PARTNERS Alta Capital Partners Suite 1A 50 West 67th Street New York NY 10023 Financial advisory and consultancy services; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial services, namely, raising debt and equity capital for others;
ALTERNATIVE MARKETS SOLUTIONS PMA FINANCIAL NETWORK 2135 City Gate Lane, 7th Floor Naperville IL 60563 Financial advisory and consultancy services, namely, a proprietary framework to provide due diligence and access to alternative managers and asset classes through an accessible platform;
ALWAYS BE FUNDING Paramount Private Lending 9955 N. Kendall Drive Miami FL 33176 Financial advisory and consultancy services, namely, in the financial services sector; providing private mortgage brokerage services; private mortgage lending services; construction project financing services for both borrowers and brokers in connection with residential and commercial properties;FUNDING;
AMERICA FIRST ADVISORS AFI Investments 3918 North Post Street Spokane WA 99205 Financial advisory and consultancy services; Financial planning and investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development;AMERICA AND ADVISORS;
AMERICA'S PROSPERITY WHISPERER Buswell Associates, Inc. 1200 Greenwood Lane Castle Rock CO 80104 Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence;AMERICA'S;
AMERICAN CAPITAL ADVISORS LLC American Capital Advisors 5401 Dry Run Road Milford OH 45150 Financial advisory and consultancy services;
AMERICAN TAX & FINANCIAL GROUP, LLC Nickens, Stacey 5755 NORTH POINT PKWY STE 92 ALPHARETTA GA 30022 Financial advisory and consultancy services; Investment advisory services; Financial planning for retirement;AMERICAN TAX AND FINANCIAL GROUP, LLC;Income tax preparation;
ANATO Anato Investment Group 807 Navy Street Santa Monica CA 90405 Financial advisory and consultancy services, namely, Advisory to Hedge Funds;The wording ANATO has no meaning in a foreign language.;
ANATO INVESTMENT GROUP Anato Investment Group 807 Navy Street Santa Monica CA 90405 Financial advisory and consultancy services, namely, advisory of funds;The wording ANATO has no meaning in a foreign language.;INVESTMENT GROUP;
ANCHOR PEABODY Anchor Peabody Advisory Services 18 Arcadia Road Old Greenwich CT 06870 Financial advisory and consultancy services;
ANDINA Andina Family Offices 2600 Executive Parkway, Suite 451 Lehi UT 84043 Financial advisory and consultancy services, namely, investment advisory and wealth management services; Financial asset management; Financial planning and investment advisory services; Financial risk management; Financial services, namely, wealth management services; Investment advisory services;The English translation of ANDINA in the mark is ANDEAN.;
ANNA BUYS HOUSES Yellowstone 14301 FNB Parkway, STE 100 Omaha NE 68154 Financial advisory and consultancy services, namely, real estate acquisition services, real estate brokerage, and real estate investment services and consultation;BUYS HOUSES;
ANNUAL INSIGHTS Advanced Practice Network 333 N. Indian Hills Blvd. Claremont CA 91711 Financial advisory and consultancy services;ANNUAL;
ANNUAL ROAD MAP RENOVATION SAGE ASSETS 1788 Overbrook Avenue Clearwater FL 33755 Financial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring non-downloadable videos in the field of financial planning; Strategic financial advisory services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;
ANNUITIES PILOT BPR Capital Suite 2345 30600 Telegraph Road Bingham MI 480255720 Financial advisory and consultancy services, namely, Advisory services for 403(b) and 457(b) retirement accounts;ANNUITIES PILOT;ANNUITIES;
ANNUITY SEARCH ENGINE Wealth Pilots 9405 NE 56th Ave Vancouver WA 98665 Financial advisory and consultancy services; Financial research and information services; Insurance agency and brokerage;
ANNUITY SPY Safety Of Principle Wealth Management 12082 NW 30Th St Coral Springs FL 33065 Financial advisory and consultancy services;ANNUITY;
ANSON Anson Capital, Inc. 160 Greencastle Road Suite C Tyrone GA 30290 Financial advisory and consultancy services; Financial asset management; Financial retirement plan consulting services; Hedge fund investment services; Investment consultation; [ Management of private equity funds; ] Private equity fund investment services [ ; Private placements of hedge funds, private equity funds, securities and derivatives for others ];
ANSWERS WITH IMPACT CMF Associates 325 Chestnut Street Suite 140 Philadelphia PA 19106 Financial advisory and consultancy services; financial operations, namely, financial consulting in the field of financial restructuring; financial consulting and advisory and consulting services in the field of bankruptcy management; financial advisory services in the field of private equity funds and private equity investment; investment banking services; business management consulting and advisory services, namely, consulting on improving businesses' billing and collecting, payables and cash disbursements, and cash flow management;Business management consultancy and advisory services, namely, consulting on improving businesses' financial processes including sales order, processing, purchasing, employee payroll processing, financial reporting; acquisition and merger consultation; business organization and operations consultancy; advisory services relating to business management and business operations; temporary employment of CFOs and controllers; comptroller services; acquisition and merger consultation, including analysis of financial acquisitions and mergers, and financial due diligence regarding same; tax advisory services; tax dispute analysis; forensic accounting and auditing services;
APERTOR HOSPITALITY Apertor Hospitality 2240 Village Walk Drive, Suite 2205 Henderson NV 89052 Financial advisory and consultancy services; financial asset management; advisory services relating to credit and debit control, investment and financing of loans; financial due diligence; and financial restructuring services;HOSPITALITY;
APRICITY PAITARIS, CHRISTOPHER 9303 SWALLOW TAIL LN CHARLOTTE NC 28269 Financial advisory and consultancy services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Life insurance brokerage;
ARCH ADVISORY GROUP Jordan, Brandon 5282 Clint Mason Road Crestview FL 32539 Financial advisory and consultancy services; Investment advisory services; Life insurance brokerage;
ARCH STREET CAPITAL ADVISORS, LLC Arch Street Capital Advisors 19 East Elm Street Greenwich CT 06830 Financial advisory and consultancy services; Financial asset management; Financial consultation in the field of Islamic finance; Financial due diligence services in the field of real estate; Financial restructuring services; Investment advisory services; Investment consultation in the fields of sharia-compliant investments; Real estate acquisition services; Real estate consultancy; Real estate investment services;CAPITAL ADVISORS, LLC;
ARCHITECTS OF FINANCIAL FREEDOM KSP Advisors 880 Winter Street Suite 310 Waltham MA 02451 Financial advisory and consultancy services namely in the areas of wealth management, retirement planning and investment advice;
 

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.