Financial services management including bill payment, bill management, bill monitoring, bill analysis, and bill presentment services

Financial services management including bill payment, bill management, bill monitoring, bill analysis, and bill presentment services

Insurance Agency and Brokerage Services

Credit union services; Credit union services provided by mobile telephone connections; Credit unions

Financial advice; Financial advisory services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial clearing; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial data analysis; Financial due diligence; Financial forecasting; Financial information; Financial investment brokerage; Financial loan consultation; Financial management; Financial planning; Financial planning consultation; Financial portfolio ...

Financial planning; Investment advisory services

Wealth management services; financial consulting, planning, advisory and risk management services; investment consulting, management, advisory and strategic services

Financial analysis, planning, and consultation services; financial planning for retirement; investment consultation services; insurance consultancy services

Financial advice and consultancy services

Wealth Management Services such as Personal & Business Financial Planning; Investment products and management; Insurance products including Life, disability, long term care insurance and annuities and management; Retirement planning; Estate & Tax planning; Small business worksite benefits

Educational services, namely, providing on-line instruction in the field of banking

Computer software programs for analyzing financial performance of companies or individuals,

Financial analysis consultation services; financial asset management; financial investment brokerage; financial planning and investment advisory services; financial trust management; banking services; insurance brokerage services; insurance brokerage; insurance consultancy and advisory services; mortgage banking; mortgage financing services; mortgage brokerage; credit and loan services; savings and loan services; financing of loans; real estate investment services; real estate brokerage; real...

Financial evaluation in the field of insurance, finance, banking, mortgages, loans, real estate and financial services

Advertising and marketing services, namely, promoting the goods and services of others

providing a website featuring information about investing

Financial advisory and consultancy services

CALCULATORS; DOWNLOADABLE ELECTRONIC PUBLICATIONS IN THE NATURE OF BOOKS, PAMPHLETS, WORKBOOKS, NEWSLETTERS AND BROCHURES IN THE FIELD OF FINANCIAL EDUCATION

Insurance and financial information and consultancy services

Providing Lists of Individuals Who Have Recently Experienced A Bankruptcy, Judgment And/Or Federal/ State Tax, Lien

Tax preparation, accounting and Bookkeeping for individuals and businesses

Providing online non-downloadable computer software platform for use with financial planning and budgeting, financial life-cycle, financial management, financial operations, financial governance, internal controls, document management, debt management, policies and procedures, business rules, cybersecurity and data protection, vendor and supplier due diligence, change management, process improvement, financial reporting, cash flow management, risk management, compliance, financial analysis, c...

Educational services, namely, the conduct of classes, seminars, conferences and workshops in the fields of business management, cash flow management, risk management, outsourcing services, information technology, accounting, financial governance, finance, internal controls and the distribution of course materials in connection therewith; publication of newsletters regarding business management, cash flow management, information technology, accounting, financial governance, finance and interna...

Providing on-line information, news and commentary in the field of financial matters

PRERECORDED AUDIO TAPES FEATURING SEMINARS

PRINTED INSTRUCTIONAL AND TEACHING MATERIALS

CONDUCTING SEMINARS ON FINANCIAL PRINCIPLES

credit unions

credit inquiry and consultation services and financial management services

Financial analysis and research services, namely, generating ratings using financial and data models to assess companies' financial condition; Financial services in the field of credit risk assessment; Providing research and information in the field of financial analysis, consulting and risk management; Financial analysis and credit risk management services provided via the Internet; Financial services, namely, providing analytical services with respect to structured finance transactions; Fin...

(Based on 44(e)) Educational services, namely, providing dinner seminars in the fields of financial planning consisting of tax planning, estate planning, insurance planning, cash management, retirement planning and investment planning; Education services, namely, providing seminars, talks, and speaking engagements in the fields of financial planning consisting of tax planning, estate planning, insurance planning, cash management, retirement planning and investment planning (Based on Intent to...

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services

Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning consultation; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning for retirement; Financial consulting services, namely, expert analysis in finance; Provi...

Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning consultation; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning for retirement; Financial consulting services, namely, expert analysis in finance; Provi...

Computer services, namely, providing a web-hosting platform for healthcare providers to manage electronic data, merges and interchange services of patient medical records and documents and healthcare transactions between healthcare providers, patients and payers

Financial analysis and research services, namely, generating ratings using financial and data models to assess companies' financial condition; Financial services in the field of credit risk assessment; Providing research and information in the field of financial analysis, consulting and risk management; Financial analysis and credit risk management services provided via the Internet; Financial services, namely, providing analytical services with respect to structured finance transactions; Fin...

Education services, namely, providing classes and seminars in the field of financial literacy designed to bolster and maintain financial health and well being

Printed materials, namely, studies, publications, briefs, white papers, and reports concerning financial issues and consumer financial health

Providing online non-downloadable electronic publications, namely, studies, books, pamphlets, brochures, magazines, newsletters, journals, articles including opinion pieces and consumer profiles, research papers, graphics, charts, graphs, briefs, white papers and reports concerning consumer financial health

FINANCIAL PLANNING SERVICES

Financial Services, namely, electronic processing of payments for healthcare goods and services

Developing and managing a software as a service application for delivery of financial profile information via use of desktop and mobile browsers that asks a user a series of demographic and financial profile questions to determine the overall health of the user's financial standing

Financial services, namely, monitoring consumers' financial well-being using a proprietary algorithm and providing a score to help consumers manage finances, provided via downloadable software for mobile devices

Financing services

Financial services, namely, money lending; Financial services, namely, vehicle title loans; Pawn brokerage

Computer services, namely, providing a platform for electronic data merger and interchange services of patient medical records and documents and healthcare transactions between healthcare providers, patients and payers

Financial services, namely, credit repair and restoration; Financial services, namely, debt settlement; Financial services, namely, savings programs for youths; Financial advice and consultancy services; On-line financial planning services

newsletters in the field of economics, business and finance

Financial consulting; Strategic financial advisory services

Educational services, namely, conducting non-downloadable webinars, seminars, and workshops in the field of business financial management, strategic planning, and credit and financial analysis