PROVIDING FINANCIAL PLANNING INVESTMENT

Brand Owner (click to sort) Address Description
1 FP FIRST FINANCIAL PLANNERS, INC. 15455 Conway Road Chesterfield MO 63017 PROVIDING FINANCIAL PLANNING AND INVESTMENT SERVICES;THE OUTLINE OF THE UNITED STATES AND FP;
CPA FINANCIAL NETWORK WNY Asset Management 350 Essjay Road Suite 305 Williamsville NY 14221 Providing financial planning and investment management for the individual and business tax clients of certified public accountants and enrolled agents;CERTIFIED PUBLIC ACCOUNTANT FINANCIAL NETWORK;Provides business marketing consulting for certified public accountants and enrolled agents for expanding their services and capabilities offered and to provide their existing services and all new services to a wider audience and clientele;FINANCIAL NETWORK;
ELEVATED FINANCIAL SOLUTIONS Kenneth Painter # 1612 3700 McKinney Avenue Dallas TX 75204 Providing financial planning and investment consultation services; providing insurance consultation and brokerage services;
FINANCIAL PLANNING FOR SENIORS Vestmarc 14800 Quorum Dr. Suite 360 Dallas TX 75254 providing financial planning and investment management services relating to stocks, bonds, mutual funds, annuities and insurance for Senior Citizens;
FIRST FINANCIAL PLANNERS, INC. ADVANCED EQUITIES FINANCIAL CORP. 311 SOUTH WACKER DRIVE SUITE 1600 CHICAGO IL 60606 providing financial planning and investment consultation and management;FINANCIAL PLANNERS INC;
PLANNET SCUDDER TRUST COMPANY 50 A Northwestern Drive, Suite 109A Salem NH 03079 PROVIDING FINANCIAL PLANNING AND INVESTMENT INFORMATION TO RETIREMENT PLAN PARTICIPANTS VIA THE INTERNET; PROVIDING SECURE ELECTRONIC FUNDS TRANSFER FROM RETIREMENT PLAN SPONSORS TO THE ACCOUNTS OF RETIREMENT PLAN PARTICIPANTS VIA THE INTERNET;
RETIREMENT WIZARD Retirement Wizard 3101 Springwood Road Flower Mound TX 75028 providing financial planning and investment management services relating to stocks, bonds, mutual funds, and insurance;RETIREMENT;
STRATA WEALTH ADVISORS STRATA WEALTH ADVISORS SUITE 1875 8750 NORTH CENTRAL EXPRESSWAY DALLAS TX 75231 Providing financial planning and investment consultation services; providing insurance consultation and brokerage services;WEALTH ADVISORS;
VESTMARC Vestmarc 3101 Springwood Road Flower Mound TX 75028 providing financial planning and investment management services relating to stocks, bonds, mutual funds, and insurance;
 

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.