INVESTMENT ADVISORY SERVICES FINANCIAL PLANNING

Brand Owner (click to sort) Address Description
"WE WORK FOR YOU, NOT FOR COMMISSIONS" Retirement Planning Services, Inc. 3605 Twilight Court
Oakton VA 22124
Financial advice; Financial advice and consultancy ...
$ KITCHEN TABLE Kitchen Table Financial Corp. 2400 Boston Street, 3rd Floor
Baltimore MD 21224
Financial advice; Financial advice and consultancy ...
401K OPTIMIZER Cordak, Michael C. 2033 Cresthaven Walk
Woodstock GA 301896716
Financial planning; Financial planning and investment ...
ASSET DEVOTION Blue Ocean Portfolios, LLC Suite 360
16020 Swingley Ridge
Chesterfield MO 63017
Financial planning; Financial planning and investment ...
ASSET PLANNING, INC. FINANCIAL PLANNING & ASSET MANAGEMENT AP Asset Planning, Inc. 10833 Valley View Street, Suite 470
Los Alamitos CA 90630
Annuity services, account and investment administration; ...
BEACON FINANCIAL GROUP Beacon Financial Group Inc. 101 Town Center Drive
Warren NJ 07059
Registered investment advisory services; Financial consultancy, ...
BLUE SPARK Blue Spark Capital Advisors, LLC 41 Madison Avenue, Suite 3100
New York NY 10010
Advisory services relating to credit ...
BLUESTAR FINANCIAL PARTNERS Bluestar Financial Partners, LLC Suite 300
100 Gateway Drive
Bethlehem PA 18017
Advice relating to investments; Advisory services ...
BLUESTAR FINANCIAL PARTNERS EMPOWERED FUTURES Bluestar Financial Partners, LLC Suite 300
100 Gateway Drive
Bethlehem PA 18017
Advice relating to investments; Advisory services ...
BUILT TO GIVE YOU MORE BETHPAGE FEDERAL CREDIT UNION 899 S. Oyster Bay Road
Bethpage NY 117141030
Banking services; banking and financing services; ...
CENTRAL MINNESOTA FINANCIAL ADVISORS Central Minnesota Credit Union 20 South Fourth Avenue East
Melrose MN 56352
Financial advice; Financial advice and consultancy ...
CHRIS WHITMAN, ENVISION, DESIGN, ACHIEVE Whitman, Chris 4621 Calle Ventoso
Pensacola FL 32504
Financial administration of retirement plans; Financial ...
CHRISTOPHER STREET FINANCIAL AUSTIN HATCH & SMITH LLC 215 PARK AVE SOUTH, SUITE 1402
NEW YORK NY 10003
Estate planning; Financial advisory and consultancy ...
CMFA Central Minnesota Credit Union 20 South Fourth Avenue East
Melrose MN 56352
Financial advice; Financial advice and consultancy ...
EXECUTIVE PLANNING SOLUTIONS Creative Financial Group Marketing Department
16 Campus Boulevard
Newtown Square PA 19073
Financial planning; Financial planning and investment ...
FAIRWAYS AND FINANCES Vance, Mark R. 3841 Maple Grove Drive
Madison WI 53719
Financial advice and consultancy services; Financial ...
FINANCESTORE FinanceMark, Inc. 200 E. Sandpoint Avenue, Ste. 750
Santa Ana CA 92707
Consultancy of capital investment; Corporate finance ...
FINANCIAL SECURITY THROUGH FIDUCIARY RESPONSIBILITY Sunrise Fiduciary Financial Services, LLC 601 Main Street, Suite 302
Vancouver WA 986603404
Financial planning; Financial planning and investment ...
FINANCIAL STRESS TEST PFG Financial Advisors, Inc. 270 Walker Drive
State College PA 16801
Financial advice; Financial advice and consultancy ...
FINANCIALLY BLONDE McLay, Shannon L 5 Berkley Court
Briarcliff Manor NY 10510
Financial advice and consultancy services; Financial ...
GET YOUR BUSINESS IN SHAPE! Kenneth Gibbons L.L.C. 7 Riggs Place
West Orange NJ 07052
Financial advice; financial advice and consultancy ...
GREEN BRIDGE WEALTH MANAGEMENT Green Bridge Wealth Management LLC 175 Washington St. Ste. C14
Winchester MA 01890
Financial advice; Financial advice and consultancy ...
HEARTWOOD INVESTMENTS Heartwood Investments, Inc. P.O. Box 1197
216 E. 4th Street
Waterloo IA 50704
Financial advice and consultancy services; Financial ...
HEARTWOOD INVESTMENTS Heartwood Investments, Inc. P.O. Box 1197
216 E. 4th Street
Waterloo IA 50704
Financial advisory and consultancy services; Financial ...
HEARTWOOD INVESTMENTS Heartwood Investments, Inc. P.O. Box 1197
216 E. 4th Street
Waterloo IA 50704
Financial advisory and consultancy services; Financial ...
I.R.I.S. Gene G. Stern 805 Executive Center Drive West #120
St. Petersburg FL 33702
Consulting services in the field of ...
INTEGRITY WEALTH Integrity Wealth LLC Suite 100
14850 Scenic Heights Road
Eden Prairie MN 55344
Financial advice; Financial advice and consultancy ...
IT'S YOUR FUTURE. INVEST IN IT. Pennsylvania State Employees Credit Union One Credit Union Place
Harrisburg PA 17110
Estate planning; Financial consultancy and insurance ...
JS JOHN STOKES FINANCIAL - ASSISTING CALIFORNIA'S TRANSITIONING EMPLOYEES John Stokes 4590 MacArthur Blvd, Suite 500
Newport beach CA 92660
Financial advice; Financial advice and consultancy ...
L L'IMPRESA L'Impresa Holdings, LLC 6802 Paragon Place, Ste 215
Richmond VA 23230
Advisory services relating to credit ...
LEGACY KEY Blum, Jeffrey E. 3027 Townsgate Road
Suite 100
Westlake Village CA 91361
Financial services, financial planning; financial planning ...
MERRIMAN Merriman, Inc. 800 5th Avenue, Suite 2900
Seattle WA 981043108
Financial advice and consultancy services; Financial ...
MONEY MOODS money moods incorporated 684 St. Nicholas Court
CA
Mississauga, ONTARIO L5H4M5
Canada
Computer software for web-based access to ...
MY RETIREMENT ORGANIZER California Retirement Advisors Group, Inc. Suite 3165
2301 Rosecrans Avenue
El Segundo CA 90245
Financial advice; Financial advice and consultancy ...
NEXTGEN FINANCIAL Haynes, Clint Matthew 405 SW Waterfall Ct
Lee's Summit MO 64081
Financial advice; Financial advice and consultancy ...
OWL Owl Finance Inc. 5807 S. Woodlawn Ave. STE 207
Chicago IL 60637
Financial advice; Financial advice, budget planning; ...
PROMUS FINANCIAL GROUP Kitzenberg, Lee A. Suite 300A
9220 Bass Lake Road
New Hope MN 55428
Annuity services, account and investment administration; ...
PROSPERITY PATH Herr Capital Management, LLC STE 430
53 W. Jackson blvd
Chicago IL 60604
Estate planning; Financial advice and consultancy ...
PSECU FINANCIAL SERVICES Pennsylvania State Employees Credit Union One Credit Union Place
Harrisburg PA 17110
Estate planning; Financial consultancy and insurance ...
PSECU FINANCIAL SERVICES IT'S YOUR FUTURE. INVEST IN IT. Pennsylvania State Employees Credit Union One Credit Union Place
Harrisburg PA 17110
Estate planning; Financial consultancy and insurance ...
RAINY DAY UNIVERSITY Rainy Day University, LLC 3338 Laurelwood Court
Tarpon Springs FL 34688
Credit and financial consultation; Financial advice; ...
RAVEN SECURITIES Raven Securities Corp. 140 Broadway
38th Floor
New York NY 10005
Financial administration of stock exchange trading ...
RETIREMENT EDUCATION INSTITUTE Your Insurance Company, Inc 400 S. Colorado Blvd. Suite 210
Glendale CO 80246
Financial planning; Financial planning and investment ...
S STELLAR LIFE SERVICES CHARTING SUCCESS & LEGACY Stellar Life Services, LLC 714 Main Street
Bethlehem PA 18018
Estate planning; Financial planning and investment ...
SAVING SENIORS' SECURITY STEWART, William D. 100 West 57th St, 17I
New York NY 10019
Credit and financial consultation; Debt counseling ...
SAVINGS WATERFALL Owl Finance Inc. 5807 S. Woodlawn Ave. STE 207
Chicago IL 60637
Financial advice; Financial advice, budget planning; ...
STRATEGICAL Finestone, Neil 9100 Wilshire Blvd, Suite 720E
Beverly Hills CA 90212
Financial advice and consultancy services; Financial ...
SURA SURAMERICANA S.A. Carrera 63 no. 49 A -31, piso1
CO
Medellín
Colombia
Administration of employee pension plans; Appraisal ...
SURAMERICANA SURAMERICANA S.A. Carrera 63 no. 49 A -31, piso1
CO
Medellín
Colombia
Administration of employee pension plans; Appraisal ...
THE DIVERSIFICATION STRATEGY Allison Clinical Enterprises 275 Commerce St Suite 100
Southlake TX 76092
Financial planning and investment advisory services; ...
THE FIDATO GROUP The Fidato Group LLC Suite 1B
10749 Pearl Road
Strongsville OH 44136
Advice relating to investments; Financial advice; ...
THE GPS FOR YOUR FINANCIAL PLAN Wealth Development Group, LLC P.O. Box 777 - 1352 Street Road
Warrington PA 189760777
Financial planning; Financial planning and investment ...
THE INVESTOR COACH OF VIRGINIA Hill, Daniel 10800 Midlothian Turnpike Suite 204
Richmond VA 23235
Financial planning; Financial planning and investment ...
THE MILWAUKEE COMPANY The Milwaukee Company, LLC 414 N. Main Street
Thiensville WI 53092
Financial administration of retirement plans; Financial ...
THE RETIREMENT ADVISORS OF AMERICA, INC. Bean, Jr., Richard A. 15 Constitution Dr.
Ste. 167
Bedford NH 03110
Financial planning and investment advisory services; ...
THE SMART DECISION PROCESS Epple Financial Advisors, LLC 5920 Lakeview Drive
Minnetrista MN 55364
Financial planning; Financial planning and investment ...
THE SMART DECISION PROCESS Epple Financial Advisors, LLC 5920 Lakeview Drive
Minnetrista MN 55364
Financial planning; Financial planning and investment ...
THE SULLIVAN GROUP Manor Capital, LLC 6205 Barcelona Ct.
Granite Bay CA 95864
Financial administration of retirement plans; Financial ...
VIP FINANCIAL ADVISORS, INC. VanPamel Darrell R. 1490 W. Houghton Lake Drive
Prudenville MI 48651
Financial administration of retirement plans; Financial ...
W INSIGHTWEALTH Insight Wealth Management of Tennessee 109 Sterling Oaks Court
Brentwood TN 37027
Financial administration of retirement plans; Financial ...
WEALTH CHECK Jonathan S. Blank & Co., Inc. 110 Ratcliff Cove
Alpharetta GA 30022
Advice relating to investments; Financial advice; ...
WEALTH OFF WALL STREET Wealth Off Wall Street, LLC Suite 207
100 Main Street
Safety Harbor FL 34695
Capital investment consulting; Equity capital investment; ...
WEALTH SIMPLIFIED ECKELS & POLMATEER, LLC 7101 WISCONSIN AVENUE, SUITE 1200
BETHESDA MD 20814
Consulting services in the field of ...
WETIREMENT Wetirement LLC Suite 300
280 Interstate North Circle SE
Atlanta GA 30339
Credit and financial consultation; Financial administration ...
WORTH KNOWING Perkins Coie LLP Suite 4800
1201 Third Avenue
Seattle WA 981013099
Advice relating to investments; estate planning; ...
YOUR RETIREMENT CRITICAL PATH Scott Cengia 109 Heatherington Ct
Cincinnati OH 45246
Financial advice; Financial advice, budget planning; ...
 

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

   
Technical Examples
  1. A method and system performs an analysis to compare and evaluate the performance of an investment portfolio The method and system includes processes performed on the financial data for each stock in the investment portfolio followed by a fundamental financial analysis. The fundamental financial analysis includes a negative base number inclusion process relating to stocks in the investment portfolio and uses financial data for the stocks that is selected from comparable time periods for each of the stocks, thereby generating a more accurate evaluation of the investment portfolio.