PERSONAL FINANCIAL PLANNING SERVICES

Brand Owner (click to sort) Address Description
1ST GLOBAL 1st Global Capital Corp. 12700 Hillcrest Road, Suite 175 Dallas TX 75230 personal financial planning services;The stippling in the drawing is a feature of the mark and does not indicate color.;
BPM BURR, PILGER & MAYER, Certified Public Accountants, Inc. 235 Montgomery Street, Suite 650 San Francisco CA 94104 personal financial planning services;personnel management consulting services;
DEAD-ON PRECISION Dead-On Precision Inc 417 W 4th Ave Cheyenne WY 82001 Personal financial planning services; financial investment consultation services, namely, portfolio construction and investment management; financial asset management services; Financial plan implementation services; Estate planning;
DREAMATTAINER.COM AIM AT THE STARS Kalantar, Daniel 2500 Mystic Valley Pkwy. Apt. 1105 Medford MA 02155 Personal Financial Planning Services;DREAM ATTAINER DOT COM AIM AT THE STARS;
EDELMAN FINANCIAL SERVICES EDELMAN FINANCIAL ENGINES 3315 Scott Blvd., 4th Floor Santa Clara CA 95054 personal financial planning services;FINANCIAL SERVICES;
FINANCIAL CONFIDANTES CLARFELD FINANCIAL ADVISORS 560 WHITE PLAINS ROAD TARRYTOWN NY 10591 Personal financial planning services, investment advisory services, wealth management services, financial planning for retirement, estate planning services, life insurance brokerage services; estate trust management; financial trust operations; financial risk management services; executive bill paying services;Tax planning and preparation;FINANCIAL;
PACE SPECIALISTS IN PERSONAL FINANCING PLANNING. PACE FINANCIAL MANAGEMENT, INC. 6606 LBJ FREEWAY SUITE 5115 DALLAS TX 75240 PERSONAL FINANCIAL PLANNING SERVICES;SPECIALISTS IN PERSONAL FINANCIAL PLANNING;
PRIORITY PLANNING SERVICES BANKERS TRUST COMPANY New York NY PERSONAL FINANCIAL PLANNING SERVICES;
PRM Confidential Management Planning Services, Incorporated 555 South Old Woodward, Suite 600 Birmingham MI 48009 personal financial planning services;
TOPIA Topia App Limited PMB 39499 9450 Southwest Gemini Drive Beaverton OR 97008 personal financial planning services, namely, assisting individuals with personal financial planning through a mobile software application and an online non-downloadable software platform;
UVB PACE UNITED VIRGINIA BANK 900 E. MAIN ST. RICHMOND VA 23219 PERSONAL FINANCIAL PLANNING SERVICES;
WEALTH STRATEGISTS & FINANCIAL CONFIDANTES CLARFELD FINANCIAL ADVISORS 560 WHITE PLAINS ROAD TARRYTOWN NY 10591 Personal financial planning services, investment advisory services, wealth management services, financial planning for retirement, estate planning services, life insurance brokerage services, estate trust management; financial trust operations; financial risk management services; executive bill paying services;WEALTH STRATEGISTS AND FINANCIAL CONFIDANTES;Tax Planning and preparation;WEALTH STRATEGISTS & FINANCIAL;
 

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.