CONSUMER FINANCIAL SERVICES, NAMELY, PROVIDING MORTGAGE AND PERSONAL LOANS, INSURANCE BROKERAGE, AND CREDIT CARD SERVICES

Computer application software for mobile devices, namely, software for use in financial planning, budgeting, investment services in the nature of investment management and advisement and financial services, namely, banking in the nature of managing bank accounts and accessing bank accounts information, lending in the nature of determining loan eligibility, and broker dealer services in the nature of financial analysis and securities trading

Audio and video media featuring financial informational seminars and financial management information; computer software for creating and managing family and business budgets, creating financial estate plans and executor instructions, task and project management, creating and executing debt reduction plans, creating and executing investment plans, and evaluating and comparing investments, all in the field of finance; specialized financial software for performing mathematical calculations in t...

Educational services, namely, providing on-line podcasts, training, coaching, non-downloadable webinars, and seminars in the field of finances, entrepreneurship, bankruptcy, financial literacy, and business development; Entertainment services in the nature of production of podcasts, videos, live and online events in the nature of stage, theatrical, and musical events, and video podcasts; Entertainment services, namely, providing podcasts in the field of entrepreneurship and bankruptcy; Person...

credit union services and consumer and commercial lending services

FINANCIAL CONSULTING SERVICES

Education services, namely, providing podcasts in the field of financial education

Credit union services

Education services, namely, providing podcasts in the field of financial education

Downloadable podcasts in the field of financial education

Financial advice and consultancy services

Business and personal coaching; advisory services in the field of accounting, taxes, finance and legal services, namely, conducting sessions, seminars, conferences, and workshops in the fields of accounting, taxes, finance and law and distributing course materials in connection therewith

Electronic circuits and CD-ROMs recorded with computer programs for hand-held games with liquid crystal displays; phonograph records featuring music, self-improvement, mathematics instruction, art instruction; electronic circuits and CD-ROMs recorded with automatic performance programs for electronic musical instruments; slide-rules; exposed cinematographic films; exposed slide films; slide film mounts; recorded video discs and video tapes featuring self-improvement help, mathematics instruct...

Financial Planning and Investment Management

Financial strategic consulting services

PUBLICATIONS, NAMELY MAGAZINES, NEWSLETTERS AND BROCHURES FEATURING INFORMATION ON CREDIT

MARKET RESEARCH AND ANALYSIS PERFORMED FOR BANKS, MORTGAGE COMPANIES AND CREDIT CARD COMPANIES

financial services, namely, cash management account services provided in connection with a brokerage account

Credit union services

Providing information electronically about mutual funds and fund accounts for the purpose of permitting providers of on-line services and consumer software to give the users of such services and software the ability to execute transaction and obtain account and other fund information,

providing information electronically about mutual funds and fund accounts for the purpose of permitting providers of on-line services and consumer software to give the users of such services and software the ability to execute transaction and obtain account and other fund information

Credit Union Services

Providing a website that features financial investment analysis and stock research information

Bookkeeping; Accounting services; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax consulting services; Tax filing services; Tax preparation; Business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, preparation and filing of claims, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals and referral service...

Promulgating standards for financial accounting and reporting for the accounting industry

PRERECORDED COMPUTER PROGRAMS FOR USE INA COMPUTERIZED SYSTEM FOR BUDGETING, FINANCIAL ACCOUNTING AND MANAGEMENT INFORMATION, PARTICULAR LY FOR GOVERNMENT AND OTHER PUBLIC INSTITUTIONS. THE MARK IS USED BY APPLYING IT TO SUCH MATERIALS

financial and accounting services

PRE-RECORDED CD-ROMS FEATURING DATABASE OF FINANCIAL ACCOUNTING REGULATIONS AND STANDARDS FOR USE IN THE FIELD OF FINANCIAL ACCOUNTING

Promulgation of standards for financial accounting and reporting for the accounting industry in the private business sector

Providing temporary use of non-downloadable cloud-based software for financial advisors to assist individuals with managing personal financial tasks; Providing temporary use of non-downloadable cloud-based software for financial advisors to assist individuals with financial planning; Providing temporary use of a web-based software application for financial advisors to assist individuals with financial planning and managing personal financial tasks; Software as a service (SAAS) services featur...

Administration of employee benefit plans; Administration of employee pension plans; Credit and financial consultation; Estate planning; Financial administration of retirement plans; Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial information processing; Financial information provided by electronic means; Financial loan consultation; Financial management; Financial planning; Financial planning consultation; Financial planning ...

personal financial consultation; namely, analyzing patterns of producing, consuming, investing and borrowing

Career advancement consulting services in the field of accounting, tax services, financial services; Personality testing for business purposes; Consulting and information concerning accounting

Business acquisition and merger consultation; Business risk management; Providing organizational development consulting services

Providing electronic transmission of data, namely, transmitting financial data, treasury and risk management data, and loan data

Executive search, staffing, recruitment and placement services, for both temporary and permanent positions

Money coaching services

Educational services, namely, conducting classes, seminars, conferences, workshops in the field of finance and distributing course materials in connection therewith; Educational services, namely, providing on-line classes, seminars, workshops in the field of finance

Financial planning services and management of portfolios comprised of securities for individuals

Magazine About Financial Matters

workbooks and printed teaching, educational, and instructional materials in the field of personal financial planning

production and marketing service for financial information integration software

Financial Planning

Business succession planning

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management

FINANCIAL SERVICES, NAMELY SERVICES ASSOCIATED WITH FINANCIAL EDUCATION

Estate planning; Estate trust planning; Financial advisory services; Financial consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; Investment consultation in the fields of small bus...

Financial planning and investment advisory services, namely, the development and creation of personalized strategies to achieve financial goals; financial planning and advisory services, namely, the development and creation of personalized strategic plans for investment planning, insurance planning, and retirement financing planning; investment monitoring services for financial and investment purposes; financial consultation services; fiduciary representative services; financial and investmen...

Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Investment management

Strategic financial advisory services