FINANCIAL COORDINATION SERVICES

Brand Owner (click to sort) Address Description
MAKE IT MATTER SIGNIFY WEALTH Suite 100 7750 Clayton Rd. St. Louis MO 63117 Financial coordination services, namely, cash flow management, debt management, risk management, investment planning, retirement planning, tax planning, estate planning, and advising on life, disability, long term care, property, and casualty insurance needs;
SIGNIFY WEALTH SIGNIFY WEALTH Suite 100 7750 Clayton Rd. St. Louis MO 63117 Financial coordination services, namely, cash flow management, debt management, risk management, investment planning, retirement planning, tax planning, estate planning, and advising on life, disability, long term care, property, and casualty insurance needs;WEALTH;
SIGNIFY WEALTH Next Wealth Suite 100 7750 Clayton Rd STE 100 Clayton MO 63117 Financial coordination services, namely, cash flow management, debt management, risk management, investment planning, retirement planning, tax planning, estate planning, and advising on life, disability, long term care, property, and casualty insurance needs;WEALTH;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. The invention provides consumers with the services of multiple cards or accounts while allowing consumers to carry a single card, transponder, code and/or other access device. Because the card may access combined services such as financial transaction services and transportation services, the system may facilitate charging the financial account for the transportation services. The system may allow the consumer to use loyalty points or geographic based loyalty points to pay for the transportation services. The system may also limit the use of certain loyalty points based upon the geographic area for certain transportation services in certain geographic areas.