Financial planning; Providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, investment management, life insurance, annuities, and long term health care; Financial analysis and research services; Financial consulting services, including expert analysis in finance; Financial information and advisory services; Financial portfolio analysis serv...

Financial services, namely, wealth management services

Financial, fiduciary and investment management

Financial services, namely, providing separate advisory and brokerage services to high net worth clients for an asset-based fee in the field of securities

Estate trust management; Financial consultation; Financial trust operations; Investment management; Trust management accounts; Trust services, namely, investment and trust company services

Financial advisory and consultancy services, namely, tax planning, investment consulting, financial management, financial planning, financial portfolio management, financial research, financial risk management, retirement distribution planning, financial estate and legacy planning, and financial charitable gift planning

FINANCIAL SERVICES, NAMELY, FINANCIAL COUNSELING AND INVESTMENT ADVISING

Newsletters in the field of financial investments

Computer software for global computer networks, local area networks and wide area networks for providing decision support tools, individual financial modeling, management, planning, and online data transactions

Miscellaneous service marks, namely, advertisements for services associated with computer software consulting for global computer networks, local area networks and wide area networks for providing decision support tools, individual financial modeling, management, planning, and online data transactions

COMPUTER PROGRAMS AND MANUALS SOLD AS A UNIT, FOR USE IN THE FINANCIAL AND INSURANCE FIELDS FOR DATABASE MANAGEMENT

publishing and providing reports to others in the field of financial planning and investing with evaluations and recommendations of professionals

EDUCATIONAL SERVICES, NAMELY, CONDUCTING CLASSES, SEMINARS, WORKSHOPS AND CONFERENCES DIRECTED TO THE SUBJECT OF FINANCIAL PLANNING AND INVESTMENT AND DISTRIBUTION OF COURSE MATERIALS IN CONNECTION THEREWITH

Financial planning services; financial management services

Financial advisory and consultancy services

Financial planning and investment advisory services; Financial services, namely, wealth management services

Providing temporary use of on-line non-downloadable software for budgeting and retirement planning

INVESTMENT BROKERAGE AND INSURANCE BROKERAGE SERVICES; AND PROVIDING INVESTMENT, FINANCIAL AND INSURANCE MANAGEMENT ADVICE; AND PROVIDING INFORMATION IN THE FINANCIAL FIELD VIA A GLOBAL COMPUTER NETWORK

Business Management Service

Consulting Services in the fields of business marketing strategies, in the Internet and electronic media, website development and portal industries and philanthropy; marketing services for others in the fields of Internet and electronic media.

Business consulting services in the fields of business marketing strategies, in the Internet and electronic media, website development [ and portal industries ] and philanthropy; business marketing services for others in the fields of Internet and electronic media

Assessment and management of real estate; Investment consultation in the fields of real estate; Membership club services, namely, providing information to members in the fields of real estate, mortgages and debt elimination; Real estate consultancy; Real estate funds investment services; Real estate investment consultancy; Real estate investment services; Real estate investment trust management services; Real estate listing services for housing rentals and apartment rentals; Real estate servi...

Financial services, namely, wealth management services

Literature and educational materials on wealth creation and management ; Educational materials for business growth and development ; Education materials and programs for real estate investing and management

Promoting the services of others by advertising and marketing seminars in the field of creating personal strategies to achieve financial independence; promoting the services of others by marketing and advertising speakers in the field of creating personal strategies to achieve financial independence

educational services, namely, conducting classes and seminars in the fields of financial improvement and personal improvement

On-line financial planning services; Financial services, namely, wealth management services

EDUCATIONAL SERVICES, NAMELY, CONDUCTING SEMINARS IN THE FIELD OF FINANCIAL PLANNING

Business consulting services in the nature of qualifying prospective donors by means of electronic database screening and analysis

Business information and accounting advisory services; Accounting services; Accounting consultation

printed materials, namely, booklet, leaflets, brochures and pamphlets featuring information and advice on retirement, financial management, life organization and life events

Printed materials, namely, booklets, leaflets, brochures and pamphlets featuring information and advice on retirement, financial management, life organization and life events

Financial consulting; Financial planning

Financial services; insurance services

Financial services; insurance services

Investment management and financial planning; personal financial planning and investment advisory services, namely, financial portfolio consultations; providing online information in the fields of personal finance, personal financial planning and investment, and financial portfolio management

Software as a service (SAAS) services featuring software for use in customer relationship management (CRM), namely, for enabling a transition from a one-sided CRM to dynamic, intelligent Client Engagement interaction and data capture

financial information and advisory services; financial information and advisory services regarding retirement, investments, financial planning, financial management, insurance, life organization and life events

financial information and advisory services; financial information and advisory services regarding retirement, investments, financial planning, financial management, insurance, life organization and life events

Financial services; insurances services; retirement services; asset management; financial investment and management services; investment advisory services

Financial services; insurances services; retirement services; asset management; financial investment and management services; investment advisory services

financial information and advisory services; financial information and advisory services regarding retirement, investments, financial planning, financial management, insurance, life organization and life events

financial information and advisory services; financial information and advisory services regarding retirement, investment, financial planning, financial management, insurance, life organization and life events

Financial services; insurances services; retirement services; asset management; financial investment and management services; investment advisory services

Financial services; insurances services; retirement services; asset management; financial investment and management services; investment advisory services

financial information and advisory services; financial information and advisory services regarding retirement, investments, financial planning, financial management, insurance, life organization and life events

financial information and advisory services; financial information and advisory services regarding retirement, investment, financial planning, financial management, insurance, life organization and life events

Financial services; insurances services; retirement services; asset management; financial investment and management services; investment advisory services

Financial services; insurances services; retirement services; asset management; financial investment and management services; investment advisory services

Financial consulting; Financial planning