Financial planning

Financial analysis services for purposes of assessing the capacity for family and philanthropic giving, and social and environmental impact investing

Downloadable e-books in the field of financial fitness

Financial planning and investment advisory services

computer software for measuring and reporting upon the likelihood of realizing an individual's or an entity's targeted objectives over a period of time

financial planning and investment brokerage services

Computer software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Computer software for simulations and analysis of algorithmic financial planning strategies; Computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; Computer software for maintenance of products and services financial profiles used in algor...

Providing college scholarships

[ Educational services, namely, conducting workshops in the field of financial management ]

Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Insurance agencies in the field of life

College consulting services, namely, assisting students in applying for scholarships and financial aid; College counseling services, namely, assisting students in applying for scholarships and financial aid; Conducting financial feasibility studies; Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, focusing o...

Downloadable computer software for producing financial models

Computer software for financial planning and accounting

Software as a service (SaaS) services featuring software which provides unification, management, performance optimization, integration, and access of computer systems and networks, enterprise software applications, users, and internet resources; software as a service (SaaS) services featuring software for digital identity authentication, security management and security application auditing; computer services, namely, monitoring, analyzing, and reporting on the performance of computer systems...

Consulting services regarding insurance, namely, insurance consultation

Downloadable computer software for financial data analysis, communication of financial information and financial management, planning and research

PRINTED ADVERTISING AND STATIONERY

Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultation

books relating to finances and money management and personal self-improvement and other similar printed instructional and educational materials in the field of finances and money management and personal self-improvement

FINANCIAL EDUCATIONAL SEMINAR AND KNOWLEDGE PRODUCTS (SUCH AS BOOKS, TAPES)

Downloadable mobile applications for managing personal and business finances, interacting with educational information

Series of printed non-fiction books in the field of personal and business finance

Education services, namely, providing classes, seminars, workshops in the field of personal finance; Entertainment services, namely, providing podcasts and an ongoing series provided through webcasts, all in the field of personal finance

EDUCATIONAL AND TRAINING PRODUCTS AND SERVICES

Advisory and consultation services in the field of financial asset and investment acquisition and development, provided via the Internet; providing information, commentary and advice in the field of financial assets and investments via the Internet

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

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 wealth management services; Providing financial advisory services; Financial advisory services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning and investment advisory services

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

Tax planning

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

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

Financial planning; Estate planning; Investment advisory services; Health insurance consultancy; Investment management; Financial advice relating to retirement; Financial asset management

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

Educational services, namely, conducting workshops, seminars, conferences, podcasts, and online courses in the field of financial planning, behavioral finance, financial psychology, retirement planning, and wealth management; providing a website featuring blogs and non-downloadable publications in the field of financial education and planning.