Financial services, namely, wealth management services

Financial planning and investment advisory services

PROVIDING AN INTERACTIVE WEBSITE FEATURING TECHNOLOGY THAT ALLOWS FIDUCIARY REPRESENTATIVES TO ACCESS THE ACCOUNTS OF THEIR CLIENTS

[ Estate trust planning; Financial administration of retirement plans; Financial services, namely, wealth management services; Insurance and ] financial information and consultancy services

financial information provided via a global computer network

Downloadable computer application software for mobile phones and handheld computers, namely, software for financial budgeting to assist users to live within their means, plan for savings and increasing wealth

Providing a website featuring blogs about business consulting; providing continuing business education courses; business training

Financial consulting services, namely, expert analysis in finance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and f...

Educational services, namely, conducting live seminars in the field of entrepreneurship and small business start up

Providing a website featuring on-line non-downloadable software that enables users to to calculate and reduce tax liability

Financial advisory and consultancy services

Financial advisory and consultancy services

Financial advisory and consultancy services

Providing an online and in-person financial planning service

Financial services, namely, wealth management services

ESTATE PLANNING; ESTATE TRUST MANAGEMENT

Tax and taxation planning, advice, information and consultancy services

Financial services, namely, financial management, financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; financial investment services in the fields of securities, asset allocation, stocks, bonds, mutual funds, money market funds, trusts, annuities, and indices of any of them in the nature ...

Insurance and financial information and consultancy services; Financial risk management; Financial services, namely, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance brokerage; Investment risk assessment services; Consultancy services relating to insurance; Development of insurance policies for others; Providing counseling and consulting in the field of healthcare insur...

Financial consultancy; Financial consultancy and insurance consultancy; Financial advisory and consultancy services; Online financial consultancy rendered in virtual environments

Downloadable standalone software for retirement planning

COMPUTERIZED DATABASE MANAGEMENT SERVICES; MARKETING RESEARCH, NAMELY, CONDUCTING MARKETING STUDIES OF THE CHARITABLE BEHAVIOR OF WEALTHY INDIVIDUALS

Financial portfolio management services, namely, providing professionally managed and allocated account services

Financial portfolio management services, namely, providing professionally managed and allocated account services

Downloadable educational mobile applications featuring instruction in real estate investing, homeownership, business, stock, and other various wealth, financial literacy, generational wealth education topics

Computer application software for assessing the risks of investing in publicly traded companies

Tax and taxation planning, advice, information and consultancy services; Tax filing services; Income tax preparation

insurance and financial services in the field of life, variable life, variable annuity and fixed annuity

Financial advice; Financial planning, namely, the creation of personalized strategies to achieve financial independence

Providing online, non-downloadable software and applications for use in financial planning and management of retirement savings and tax-deferred retirement accounts; Providing online, non-downloadable software and applications for employers to manage and operate a plan which enables employees to invest in individual retirement accounts

Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence and wealth management; Financial planning, namely, creating personalized strategies for achieving financial independence and wealth management

Educational kits comprising printed instructional and teaching materials for educational activities in the field of social justice and financial literacy education for K-12 students

Financial planning and investment advisory services

Financial consultancy and insurance consultancy; Insurance agencies; Insurance brokerage services; Insurance consultancy; Insurance information; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment of funds for others

Financial advisory and consultancy services; Financial consultancy; Financial consulting; Financial information provided by electronic means in the field of investing in the markets, real estate investing, angel investing, impact investing and philanthropy; Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing financial consultation services to women

Consulting services in the field of customer relationship management; consulting services in the field of customer services

Timers; Electronic timers; Kitchen timers

Providing on-line non-downloadable software for use in financial planning and retirement planning

Providing an on-line retirement calculator; Providing information in the field of financial planning and retirement planning

We advise biotech companies on their wealth management and 5500 plans

Providing online financial calculators for calculating the net worth of individuals; Providing online financial information regarding the net worth of individuals

Providing online financial calculators for calculating net worth; Providing online financial information regarding personal net worth

Educational services, namely, coaching and mentoring in the field of purposeful allocation of intangible personal assets, in the nature of time, energy, skills and abilities, knowledge, leadership, ethics, values, and social capital; Providing a website featuring non-downloadable publications in the nature of books, essays, brochures, and course materials in the field of purposeful allocation of intangible personal assets, in the nature of energy, skills and abilities, knowledge, leadership, ...

financial services, namely, consultation services related to the effective utilization of deferred compensation plans

electronically pre-recorded tapes on the subject of individual and corporate asset protection

Financial planning; Financial planning consultation; Financial services, namely, wealth management services; Investment consultation; Estate planning; Insurance planning consultation; Financial planning for retirement

Promotion of financial and insurance services, on behalf of third parties

Mutual fund investment services; retirement fund investment services; investment management services; securities brokerage services; financial information provided by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of a global computer network

Computer software, namely, retirement accumulation and distribution planning analysis, college education planning, and survivor benefit requirements; and instructional manuals distributed therewith for use by life insurance professionals, registered representatives and financial planners

investment management and investment fund services