FINANCIAL ESTATE PLANNING SERVICES

Brand Owner (click to sort) Address Description
ARISTOTLE FINANCIAL SERVICES Krushensky, Thomas L. 200 North Mullan Road, Suite 116 Spokane WA 99206 financial and estate planning services;FINANCIAL SERVICES;
CREATIVE MANAGEMENT OF WEALTH, INC. Creative Management of Wealth, Inc. 1251 E. Dyer Rd., Ste 110 Santa Ana CA 927055605 financial estate planning services;
CWP WEALTH TRANSFER EDUCATIONAL SYSTEMS 801 Ashworth Road West Des Moines IA 50265 financial and estate planning services, namely life insurance services, business planning services, wealth transfer planning services, stock brokerage services and personal financial planning services;
HEIRPLAN Center for Retirement Security, Inc. 10483 Heley Street Spring Hill FL 34608 financial and estate planning services, namely, asset analysis and advice with regards to ownership and beneficiary provisions on financial and other assets, namely, insurance and annuities, securities, equities, and bank accounts for estate planning; estate planning management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling such documents by others, namely, beneficiaries, executors and attorneys, upon death or when otherwise necessary;HEIR PLAN;
HELPING PEOPLE CREATE, PROTECT AND PRESERVE THEIR NET WORTH National Investors, Inc. 818 1st Street P.O. Box 460 Redfield IA 50233 Financial and estate planning services;
INSUREONLINE.COM InsureOnline.com 2121 S. Columbia Avenue, 2nd Floor Tulsa OK 74114 Financial and estate planning services;IN SURE ON LINE COM;
NATIONAL INVESTORS National Investors, Inc. 818 1st Street P.O. Box 460 Redfield IA 50233 Financial and estate planning services;Color is not claimed as a feature of the mark.;NATIONAL INVESTORS;
ORIGINATOR OF THE ESTATE ORGANIZER National Investors, Inc. 818 1st Street P.O. Box 460 Redfield IA 50233 Financial and estate planning services;
PROVISE ProVise Management Group, Inc. 611 Druid Road, Suite 105 Clearwater FL 34616 financial and estate planning services; namely, trust services; namely, acting as trustee, executor, administrator, personal representative, guardian, agent and custodian; investment management and custodial services; estate planning services; and employee benefit planning services; financial services; namely, capital investment and financial management services; providing personal and business financial analysis and planning; stock transfer agent and registrar services; stock brokerage services; administrator of retirement plans in the form of pension, profit sharing and investments; investment management services in the annuity, mutual fund and insurance fields;
RM Mitchell, Robert V. 36 Old Clairton Road Pittsburgh PA 15236 Financial and Estate Planning Services;RM;The drawing is lined for the colors mustard and blue, but color is not claimed as a feature of the mark.;
SPA TRUST Lee S. McCullough, III, P.C. 5314 River Run Dr., Suite 350 Provo UT 84604 Financial and estate planning services;SPECIAL POWER OF APPOINTMENT TRUST;TRUST;
UNITED SERVICES CORP United Services Corporation 5900 Imperial Lakes Blvd. Mulberry FL 33860 Financial and Estate Planning Services;SERVICES CORP;The lining is a feature of the mark and does not indicate color.;
WEALTH ACCUMULATION AND PRESERVATION SOLUTIONS Mitchell, Robert V. 36 Old Clairton Road Pittsburgh PA 15236 Financial and Estate Planning Services;WEALTH ACUMMULATION AND PRESERVATION;
WEALTH IS MEASURED IN GENERATIONS Bailey Law Grow, P.C. 805 W. IDAHO, STE 403 BOISE ID 83702 FINANCIAL AND ESTATE PLANNING SERVICES;
WM2 Creative Management of Wealth, Inc. 1251 E. Dyer Rd., Ste 110 Santa Ana CA 927055605 financial estate planning services;The mark is lined for the color light blue.;
WM2 = THE EXPONENTIAL GROWTH OF WEALTH BY REDUCING TAXES AND INCREASING RETURNS. Creative Management of Wealth, Inc. 1251 E. Dyer Rd., Ste 110 Santa Ana CA 927055605 financial estate planning services;
 

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.