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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| ATLAS ADVISORY GROUP, LLC | DePasquale, Michael | Suite 301 21 Commerce Drive Cranford NJ 07016 | Financial planning; Insurance brokerage; Insurance underwriting in the field of life; Investment management; |
| ATX PORTFOLIO ADVISORS | ATX Portfolio Advisors | 401 Congress Ave, Ste 1540 Austin TX 78701 | Financial planning; Investment advice; Financial services, namely, wealth management services;PORTFOLIO ADVISORS; |
| AURIFEX FINANCIAL GROUP, LLC | Aurifex Financial Group | 46018 276th Ave SE Enumclaw WA 98022 | Financial planning; Investment advice;The wording Aurifex has no meaning in a foreign language.;FINANCIAL GROUP, LLC; |
| AUSPICIOUS FINANCIAL | Dagen, Louis | 2603 Camino Ramon, Suite 200 San Ramon CA 94583 | financial planning; investment advisory and management services;FINANCIAL; |
| AVERAGE AMERICAN MILLIONAIRE | Financial Destination, Inc. | 15 E. Broadway Derry NH 03038 | Financial planning, namely the creation of personalized strategies to achieve financial independence; |
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| AVION WEALTH | AVION WEALTH | 2829 TECHNOLOGY FOREST BLVD., SUITE 300' THE WOODLANDS' TX 77381 | Financial planning; Investment management; all of the foregoing for high net worth clients; none of the foregoing for global clientele seeking international and domestic business development and capital raising solutions;The English translation of AVION in the mark is aircraft.;WEALTH; |
| AZURE WEALTH | Hanahoa | 900 Fort Street Mall, Ste 1710 Honolulu HI 96813 | Financial planning; Financial planning and investment advisory services; Investment management; |
| BACKSHORE WEALTH MANAGEMENT GROUP | Briody Maher Wealth Management Group | 92 Zephyr Road Williston VT 05495 | Financial planning; Financial services, namely, wealth management services; Investment management;WEALTH MANAGEMENT GROUP; |
| BALANCE FOR LIFE PROCESS | Johnson, Thomas N.P. III | 6 Dahlgren Rd Richmond VA 232336104 | Financial Planning; |
| BALANCE SHEET OPTIMIZATION | The London Company of Virginia | Suite 301 1801 Bayberry Court Richmond VA 23226 | Financial planning, namely, asset allocation analysis; financial consultation; investment consultation; investment management; financial analysis; financial trust management; financial retirement plan consulting services; |
| BALANCED PRACTICE | Balanced Practice, Inc. | 5810 Ray St El Cerrito CA 94530 | Financial planning, namely, providing holistic consulting services related to financial planning;Accounting services; Tax advisory services; Tax filing services; Tax preparation;PRACTICE; |
| BALANCED WEALTH PROCESS | Capital Wealth Management | Building Two, Suite 216 628 Hebron Avenue Glastonbury CT 06033 | Financial planning; financial planning consultation;WEALTH PROCESS; |
| BALANCEE SU PRESUPUESTO | CITIFINANCIAL CREDIT COMPANY | Suite 200 3001 Meacham Boulevard Fort Worth TX 76137 | FINANCIAL PLANNING; LOAN SERVICES, NAMELY, PERSONAL, HOME EQUITY AND MORTGAGE LOANS;The English translation of BALANCEE SU PRESUPUESTO is BALANCE YOUR BUDGET.; |
| BANPLUS | Banplus Overseas Investment Corp. | 3970 N.W. 25 Street Miami FL 33142 | financial planning, estate trust management, commercial banking, savings and loan association, mortgage lending, automobile loan financing, stock brokerage, financial management, credit card services; |
| BARBER FINANCIAL GROUP GUIDED RETIREMENT SYSTEM | Barber Financial Group, Inc. | 13550 W. 95th Street Lenexa KS 66215 | Financial planning; Investment management; Investment advisory services; Financial advisory and consultancy services; Financial services, namely, wealth management services; Financial planning for retirement; Financial risk management; Estate planning; Insurance consultancy; Insurance information; Insurance agency and brokerage; Social security claim consulting services rendered to individuals;as to BARBER FINANCIAL GROUP;Tax advisory and preparation services; tax and taxation planning, advice, information and consultancy services;FINANCIAL GROUP GUIDED RETIREMENT SYSTEM; |
| BARI INVESTMENT SERVICES | Brookline Bancorp, Inc. | 160 Washington Street Brookline MA 02445 | Financial planning, management and administrative services; Investment brokerage, investment management and investment advisory services;Color is not claimed as a feature of the mark.;INVESTMENT SERVICES; |
| BARRINGTON FINANCIAL ADVISORS, INC. | Barrington Financial Advisors, Inc. | 9800 Richmond, Ste. 250 Houston TX 77042 | Financial planning, financial analysis and consultation, financial forecasting, financial information provided by electronic means, financial management, financial portfolio management, financial research, financial services in the nature of an investment security, financial valuation of personal property and real estate;BARRINGTON FINANCIAL ADVISORS INCORPORATED; |
| BATIK FINANCIAL | Steve Sarwano | 10209 Bridgeport Way SW Suite D-10 Lakewood WA 98499 | Financial planning, namely, the creation of personalized strategies to achieve financial independence;FINANCIAL; |
| BATTLEGROUND FINANCIAL ADVISORS | Babb, Jr., Jeffery G. | Suite 201 6148 Lee Highway Chattanooga TN 37421 | Financial planning, namely, creating personalized strategies for investment management, estate conservation, providing an income stream during retirement, limiting taxes, providing for special needs and risk mitigation;FINANCIAL ADVISORS; |
| BDFI | Beverage Distribution Facilitators International | 15450 South Outer Forty Suite 110 Chesterfield MO 63017 | Financial planning, consultation, assisting others in obtaining financing, formation and participation in real estate joint ventures, investment banking services with respect to acquisitions and divestitures, in the field of beverage distribution facilities;BEVERAGE DISTRIBUTION FACILITATORS INTERNATIONAL; |
| BE A CLIENT, NOT A CUSTOMER | TOTAL WEALTH PLANNING AND MANAGEMENT INC | 822 AL A NORTH, STE 310 PONTE VEDRA BEACH FL 32082 | Financial planning, financial management, and consultation in connection therewith; |
| BE A HERO TO YOUR FAMILY | Academy Of Coaching And Education | #E 7220 North 16Th Street Phoenix AZ 85020 | Financial planning; Insurance services, namely, underwriting, issuing and administration of life insurance; Issuance and administration of annuities; Life insurance brokerage; |
| BE MORE HEALTHY, WEALTHY AND WISE | Shariden Consulting and Wealth Management | PO Box 224 Salisbury MD 21803 | Financial planning; |
| BE MORE HEALTHY, WEALTHY AND WISE | Shariden Consulting and Wealth Management | PO Box 224 Salisbury MD 21803 | Financial planning; |
| BE THE HER IN HERO | Lynn Toomey | 435 Lancaster St. Suite 3C Leominster MA 01453 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; |
| BE WELL ADVISED | Cowie, Donald W. | 1194 Moonlite Park Road Hollsopple PA 15935 | Financial planning; |
| BELIEVE IN ALL THINGS OTHERS SAY CAN'T BE DONE | Hantz Group, Inc. | 26200 American Drive, 5th Floor Southfield MI 48034 | Financial planning; business planning; executive compensation planning; retirement planning; settlement planning; financial education; asset and debt management; risk management; tax planning; estate planning; administration of employee benefit plans; insurance administration, brokerage, and consultation; mortgage lending and brokerage;BELIEVE IN ALL THINGS OTHERS SAY CAN NOT BE DONE; |
| BELIEVE IN BETTER | PETROS FINANCIAL GROUP | 4655 SALISBURY ROAD, SUITE 100 JACKSONVILLE FL 32256 | Financial planning; |
| BENCHMARK FINANCIAL | Benchmark Financial | 2616 Orchard Drive, Suite C1 Cedar Falls IA 50613 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; |
| BENCHMARKING ADVISORS | BenchMarking Advisors | Suite 201 180 Royal Palm Way Palm Beach FL 33480 | Financial planning; Insurance consultancy; |
| BENEFIT SOLUTIONS FINANCIAL ADVISORS | Konvolinka, Christine Z | Suite 100 4900 Buttonwood Cres Indianapolis IN 46228 | Financial planning; |
| BERMAN MCALEER | Berman McAleer | 9690 Deereco Road Suite 800 Timonium MD 21093 | Financial planning; Financial planning for retirement; Financial portfolio management; Investment consultation; Financial services, namely, wealth management services; |
| BETTER PLANNING BETTER LIVING THAT'S THE KEY | Varco Wealth Management, Inc. | 5270 Stone Croft Trail Atlanta GA 30331 | Financial planning, financial management, and investment advice services; |
| BEYOND THE BOTTOM LINE AND DESIGN | Beyond TBL, Inc. | 23 North Avenue East Cranford NJ 07016 | financial planning; financial analysis and consultation; risk management; credit inquiry and consultation; evaluation of credit bureau data; cash management; financial management; formation, offering and management of limited partnerships,; |
| BEYOND THE NUMBERS | Phil Jasso | 825 NE Multnomah St. Suite 1120 Portland OR 97232 | Financial planning; Investment advisory services; Financial services, namely, wealth management services; |
| BIFURCATED RETIREMENT | EnTrusted Financial Advisors | 450 North End Avenue - Apt. 9C New York NY 100079998 | Financial planning;RETIREMENT; |
| BIG BODENHAFER INSURANCE & INVESTMENT GROUP, INC. | Bodenhafer Insurance & Investment Group, Inc. | 10116 Coldwater Road Fort Wayne IN 46825 | FINANCIAL PLANNING, INVESTMENT CONSULTATION SERVICES, INSURANCE CONSULTATION AND INSURANCE BROKERAGE;BODENHAFER INSURANCE INVESTMENT GROUP;INSURANCE & INVESTMENT GROUP, INC.; |
| BIONIC ADVISOR | Petitta, Vincent | 16800 Twenty-Four Mile Road 16800 Twenty-Four Mile Road, Suite 1 Macomb MI 48042 | Financial planning; |
| BLACK OAK FINANCIAL | Black Oak Financial | 3405 Heather Terrace Lauderhill FL 33319 | Financial planning, namely, Investment, Education, Insurance, Retirement, Tax, Trust, Personal, Small Business, and Wealth management; |
| BLANTYRE | Blantyre Capital Limited | 11th Floor,200 Aldersgate Street London EC1A 4HD United Kingdom | Financial planning, analysis, management, and consulting services; capital and funds investment services; financial investment advisory services; investment management services; investment advice; private equity fund investment services; management of private equity funds; fund investment; hedge fund investment services; operation and management of hedge funds and other collective investment vehicles; capital investment; management of a capital investment fund; financial investment portfolio management services; financial debt fund investment services; financial distressed debt fund investment services; investment of funds in companies which are financially distressed or underperforming; investment of funds in companies undergoing carve-outs, asset sales, refinancing, restructuring, liquidations and acquisitions; investment performance monitoring, namely, monitoring financial markets for investment purposes; financial administration of fund investment; capital and funds investment by online and electronic means; financial information and advisory services; financial investment information and advisory services; financial research and financial consultancy services; financial information, namely, providing financial market information and financial news services; provision of consultancy, information and advisory services related to the aforementioned; |
| BLUE LINE WEALTH MANAGEMENT | BLUE LINE WEALTH MANAGEMENT, INC. | 500 Express Drive South Brentwood NY 11717 | Financial planning; Insurance consultation; |
| BLUEPRINT FOR BUILDING A WEALTHIER LIFE | Wealth Architects | 800 W. El Camino Real, Suite 201 Mountain View CA 94040 | Financial planning, namely, creation of personalized strategies to achieve financial independence; |
| BMC WEALTHCARE FOR WOMEN | Berman McAleer | 9690 Deereco Road Suite 800 Timonium MD 21093 | Financial planning; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment consultation;WEALTHCARE FOR WOMEN; |
| BOULEVARDR | BOULEVARD R | 314 MATHESON ST. HEALDSBURG CA 95448 | Financial planning, namely, financial investment advice in the areas of retirement planning and advice in obtaining insurance;BOULEVARD R; BOULEVARD RETIREES; |
| BRICK HOUSE PLANNING PROCESS | Brick House Advisory, Inc. | 201 S. State Street, Unit 2A Newtown PA 18940 | Financial planning; Financial services, namely, wealth management services;PLANNING PROCESS; |
| BRICK HOUSE STRATEGIC WEALTH | Brick House Advisory, Inc. | 201 S. State Street, Unit 2A Newtown PA 18940 | Financial planning; Financial services, namely, wealth management services;STRATEGIC WEALTH; |
| BRIDGEFORD ADVISORS | Bridgeford Trust Company | 415 Fallowfield Road Camp Hill PA 17011 | Financial planning, namely, trust and wealth management and related advisory services;ADVISORS; |
| BRIDGEVIEW WEALTH | BRIDGEVIEW WEALTH INC., A PENNSYLVANIA CORPORATION | 435 SWANSON LANE WEXFORD PA 15090 | Financial planning, namely, financial and investment planning and management for individuals and families and businesses; financial advisors; financial advice relating to registered investments; financial planning and consultation; financial investment services consisting of advisory and management services of corporate 401k accounts; financial services, namely, wealth management services using a holistic, goal oriented collaborative approach; financial services, namely, wealth management services using a multigenerational approach for legacy planning utilizing financial endowments and trust accounts; insurance consultation;WEALTH; |
| BRIDGEVIEW WEALTH | Bridgewater Wealth, Inc. | 435 Swanson Lane Wexford PA 15090 | Financial planning, namely, financial and investment planning and management for individuals and families and businesses; financial advisors; financial advice relating to registered investments; financial planning and consultation; financial investment services consisting of advisory and management services of corporate 401k accounts; financial services, namely, wealth management services using a holistic, goal oriented collaborative approach; financial services, namely, wealth management services using a multigenerational approach for legacy planning utilizing financial endowments and trust accounts; insurance consultation;WEALTH; |
| BRIGHTWATER ADVISORY | Brightwater Advisory | 4613 W. North A Street Tampa FL 33609 | Financial planning; Financial services, namely, wealth management services; Investment advisory services; Investment management;ADVISORY; |
| BRINGING FINANCIAL PLANNING TO LIFE | Picone Financial Partners | Suite 201 3301 Bonita Beach Rd. Bonita Springs FL 34134 | Financial planning; |
| BROAD STREET PLANNING | BROAD STREET PLANNING | 34 Broad Street Nashua NH 03064 | Financial planning; Investment advisory services;PLANNING; |
| BROAD STREET PLANNING | BROAD STREET PLANNING | 34 Broad Street Nashua NH 03064 | Financial planning; Financial planning consultation; Investment advisory services; |
| BUDGETING SUCKS | RipWater | 522 East 16th Avenue Salt Lake City UT 84103 | Financial planning; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, the creation of personalized strategies to achieve financial independence and accelerating cash flow, wealth building design and generational wealth management; |
| BUILD YOUR HOUSE OF BRICKS | Brick House Advisory, Inc. | 201 S. State Street, Unit 2A Newtown PA 18940 | Financial planning; Financial services, namely, wealth management services; |
| BUILD YOUR NEST | Jessica Willis | 10504 Nadine Huntington Woods MI 48070 | Financial planning; |
| BUILD YOUR OWN FINANCIAL PLAN | Varinder Grewal | 201 Parkwood Crescent Hamilton, Ontario L8V4Z3 Canada | Financial planning;FINANCIAL PLAN; |
| BUILD YOUR OWN FINANCIAL PLAN | SOLOWEALTH | 201 Parkwood Crescent Hamilton, Ontario L8V4Z3 Canada | Financial planning;FINANCIAL PLAN; |
| BUILDING ECONOMIC CONFIDENCE | The S & W Agency, Inc. | 120 Broadway, 37th floor NEW YORK NY 10271 | FINANCIAL PLANNING, NAMELY, FINANCIAL PLANNING SERVICES, INSURANCE BROKERAGE SERVICES, ESTATE PLANNING SERVICES, and INVESTMENT COUNSELING SERVICES;TAX PLANNING SERVICES;ECONOMIC; |
| BUILDING LASTING WEALTH | Wealth Architects | 800 W. El Camino Real, Suite 201 Mountain View CA 94040 | Financial planning, namely, the creation of personalized strategies to achieve financial independence; |
| BUILDING THE FOUNDATION FOR FINANCIAL SUCCESS | Michael Blahusch | 3 Cameron Ct Denver PA 17517 | Financial planning; |
| BUILDING WEALTHIER LIVES | Wealth Architects | 800 W. El Camino Real, Suite 201 Mountain View CA 94040 | Financial planning, namely, the creation of personalized strategies to achieve financial independence; |
| BUILT FOR YOU | Megent, Inc. | 15321 S. 94th Ave., Ste. 100 Orlando Park IL 60462 | Financial planning, advisory, and consultancy services for retirement for members of organized labor and labor unions; estate planning for members of organized labor and labor unions; financial information and evaluations for retirement for members of organized labor and labor unions; |
| BULL MOOSE | Bull Moose Investment & Retirement Planning Co. | 5630 Main Street Sylvania OH 43560 | Financial planning; |
| BUSINESS RETIREMENT NETWORK | Aiello, Joseph, P | 3607 Braewin Court Houston TX 77068 | FINANCIAL PLANNING, CONSISTING OF RETIREMENT, TAX, PROFIT, COMPENSATION, INVESTMENT, ESTATE AND SUCCESSION PLANNING FOR BUSINESS OWNERS; |
| BUSINESS SERVICES ELEVATOR | Hantz Group, Inc. | 26200 American Drive, 5th Floor Southfield MI 48034 | Financial planning; business planning; executive compensation planning; retirement planning; settlement planning; financial education; asset and debt management; risk management; tax planning; estate planning; administration of employee benefit plans; insurance administration, brokerage, and consultation; mortgage lending and brokerage;the phrase Business Services; |
| BUY A PAIR BUY A SHARE | Moore, Cory | cory@moorefinancialplanning.biz 6700 W. Memorial Rd Apt 532 Oklahoma City OK 73142 | 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 planning, namely, achieving financial independence; Financial administration of employee pension plans; Financial administration of retirement plans; Financial administration of investments; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of personal wealth; Financial management of employee pension plans; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning; |
| BY REFERRAL ONLY | BY REFERRAL ONLY, INC. | 20235 Corte del Nogal #200 Carlsbad CA 92011 | financial planning, analysis and consultation services; |
| CAMBIUM | CAMBIUM GROUP | 58 East State Street Montpelier VT 05602 | Financial planning; |
| CANETHICS | Canethics, Inc. | 135 S. State College Blvd Suite 351 Brea CA 928214553 | Financial planning; Investment management; Financial asset management; Estate planning; Financial consultancy; |
| CAPITAL CS GROUP | Cornerstone Wealth Service | 41094 Laguna Seca Court Bermuda Dunes CA 92203 | Financial planning; Financial services, namely, wealth management services; Investment advice; Investment management; Investment risk assessment services;CAPITAL AND GROUP; |
| CAPITAL PROTECTION GROUP | Capital Protection Group | 429 Lenox Ave Miami Beach FL 33159 | Financial planning;GROUP; |
| CAPSTONE GROUP | KOLDRAS, EDWIN | 4913 ST. PAUL COURT HILLSIDE IL 60162 | FINANCIAL PLANNING; |
| CAPTIVE TRUST COMPANY | SAGEWORTH HOLDINGS | 160 NORTH POINTS BOULEVARD, SUITE 200 LANCASTER PA 17601 | FINANCIAL PLANNING, INVESTMENT ADVISE, INVESTMENT MANAGEMENT, FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL ANALYSIS AND CONSULTATION, ESTATE PLANNING, ESTATE TRUST MANAGEMENT,FIDUCIARY REPRESENTATIVES, INVESTMENT BROKERAGE AND STOCKBROKERAGE, AND INVESTMENT BANKING;BUSINESS CONSULTATION, BUSINESS PLANNING, BUSINESS ACQUISITIONS AND MERGER CONSULTATION, BUSINESS APPRAISALS, TAX CONSULTATION, TAX RETURN PREPARATION, ACCOUNTING SERVICES,BOOKKEEPING, AND BILL PAYMENT SERVICES;TRUST COMPANY; |
| CAPTIVE TRUST COMPANY | GREENFIELD LICENSING | 160 North Pointe Boulevard Suite 200 Lancaster PA 17601 | FINANCIAL PLANNING, INVESTMENT ADVISE, INVESTMENT MANAGEMENT, FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL ANALYSIS AND CONSULTATION, ESTATE PLANNING, ESTATE TRUST MANAGEMENT,FIDUCIARY REPRESENTATIVES, INVESTMENT BROKERAGE AND STOCKBROKERAGE, AND INVESTMENT BANKING;BUSINESS CONSULTATION, BUSINESS PLANNING, BUSINESS ACQUISITIONS AND MERGER CONSULTATION, BUSINESS APPRAISALS, TAX CONSULTATION, TAX RETURN PREPARATION, ACCOUNTING SERVICES,BOOKKEEPING, AND BILL PAYMENT SERVICES;TRUST COMPANY; |
| CARDINAL POINTE FINANCIAL GROUP | Heick, Hester, Smith & Associates | Suite 100 408 Blankenbaker Parkway Louisville KY 40243 | Financial planning;FINANCIAL GROUP; |
| CARDINAL WEALTH MANAGEMENT | Cardinal Wealth Management | 3608 Dunlop Street Chevy Chase MD 20815 | Financial planning;WEALTH MANAGEMENT; |
| CARE FUNDING SOLUTIONS | Care Funding Solutions | 7329 S Stanley Pl TEMPE AZ 85283 | Financial planning;SOLUTIONS; |
| CAS | Institute of Business & Finance | 2869 Historic Decatur Road San Diego CA 92106 | Financial planning;The certification mark, as used by authorized persons, certifies that the educational course work requirement; work experience requirements and examinations administered by the certifier and has agreed to adhere to the certifier standards for professional responsibility, continuing education and other post certification requirements.; |
| CASCADIA WEALTH ADVISORS | Kenoyer, Douglas W. | 3402 173rd Pl NE STE 202 Arlington WA 98223 | Financial planning; Financial services, namely, wealth management services;WEALTH ADVISORS; |
| CASH FLOW COACH | Copia Wealth Management Advisors, Inc. | elisabeth@copiawm.com 2333 Camino Del Rio South, Suite 240 San Diego CA 92108 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning; |
| CASH FLOW COACH | Copia Wealth Management Advisors, Inc. | elisabeth@copiawm.com 2333 Camino Del Rio South, Suite 240 San Diego CA 92108 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning; On-line financial planning services; |
| CASTLE COAST WEALTH | Charlie Gillespie | 4225 Executive Square, Ste 1030 La Jolla CA 92037 | Financial planning, namely, holistic financial planning; Financial planning, namely, legacy planning; Financial asset management; Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Investment management; Financial analysis and consultation; Financial planning and investment advisory services; |
| CASTLE FINANCIAL GROUP | Castle Wealth Advisors | Suite 200 9820 Westpoint Drive Indianapolis IN 46256 | Financial planning, financial advisory services in the field of gifts; financial planning for retirement in the nature of account management services; financial services, namely, retirement consultation and advisory services; estate planning consultation and advisory services;Business succession planning services; tax advisory services;FINANCIAL GROUP; |
| CASTLEKEEP | CKA Holdings | 2d Floor 257 Riverside Avenue Westport CT 068804822 | Financial planning, analysis and consultation services; estate planning services; investment management, consultation and advisory services; mutual fund investment services; financial and investment portfolio management services; financial and investment research services;CASTLE KEEP; |
| CASTLEKEEP | CKA Holdings | 2d Floor 257 Riverside Avenue Westport CT 068804822 | Financial planning, analysis and consultation services; estate planning services; investment management, consultation and advisory services; mutual fund investment services; financial and investment portfolio management services; financial and investment research services; providing on-line information, technical assistance and consultation in the fields of financial planning, investment and estate planning via a global computer network;CASTLE KEEP; |
| CCPS | THEM, RONALD W. | 1256 Rialto Way, Unit 202 Naples FL 34114 | Financial planning, namely, creating personalized strategies for funding a college education;CERTIFIED COLLEGE PLANNING SPECIALISTS; |
| CECP | National Care Planning Council | 137 Lakeside Ln. Centerville UT 84014 | Financial planning; |
| CENTERED AROUND YOUR LIFE. | Axis Advisors | 197 Warren Avenue, Suite 203 East Providence RI 02914 | Financial planning; Investment management; Financial services, namely, wealth management services; |
| CENTURION WEALTH ADVISORS | Reasoner, David W. | 500 N. State College Blvd., Ste. 1100 Orange CA 92868 | Financial planning; Financial services, namely, wealth management, asset management, retirement planning, and insurance services; |
| CERTA FINANCIAL PLANNING | Ram Wealth Advisors | 2100 Ponce de Leon Blvd, Suite 1175 Coral Gables FL 33134 | Financial planning; Insurance agencies; Investment advisory services; Financial services, namely, wealth management services;FINANCIAL PLANNING; |
| CERTAINTY CIRCLE OF LIFE | HILLTOP HOLDINGS INC. | 6565 Hillcrest Avenue Dallas TX 75205 | Financial planning; financial planning and investment advisory services; Financial services, namely, wealth management services; financial advice; financial advisory and consultancy services; financial consulting services; financial asset management services; |
| CERTIFIED ANNUITY SPECIALIST | Institute of Business & Finance | 2869 Historic Decatur Road San Diego CA 92106 | Financial planning;The certification mark, as used by authorized persons, certifies that the educational course work requirement; work experience requirements and examinations administered by the certifier and has agreed to adhere to the certifier's standards for professional responsibility, continuing education and other post certification requirements.;CERTIFIED; |
| CERTIFIED COLLEGE FUNDING SPECIALIST | Association of Certified College Funding Specialists | 34145 Pacific Coast Highway, #615 Dana Point CA 92629 | Financial planning, namely, creating personalized strategies for funding a college education; |
| CERTIFIED COLLEGE PLANNING SPECIALIST | THEM, RONALD W. | 1256 Rialto Way, Unit 202 Naples FL 34114 | Financial planning, namely, creating personalized strategies for funding a college education; |
| CERTIFIED FUND SPECIALIST | Institute of Business & Finance | 2869 Historic Decatur Road San Diego CA 92106 | Financial planning;The certification mark, as used by authorized persons, certifies that the person displaying said mark has completed educational course work requirement; work experience requirements and examinations administered by the certifier and has agreed to adhere to the certifier's standards for professional responsibility, continuing education and other post certification requirements.;CERTIFIED; |
| CERTIFIED PEER REVIEWED | The Board of Standards | 1512 Merlot Court 1512 Merlot Court Oldsmar FL 34677 | Financial Planning;The certification mark, as used or intended to be used by persons authorized by the certifier, certifies or is intended to certify that: 1) A Financial Planner submits his or her financial planning work, conducted for his or her clients, to Peer Review. 2) Each Peer Review conducted has been performed according to the standards signified by the mark.; |
| CERTIFIED RETIREMENT INCOME PLANNER | Financial Consultants, Inc | 325 N Leath Rd Portland TN 37148 | Financial planning, namely the creation of personalized strategies to achieve financial independence; |
| CFC | Owens, Mick | 608 East Boulevard Kokomo IN 46904 | financial planning, financial management, financial analysis and consultation, insurance agency, insurance consultation, real estate agency and investment brokerage, advice and consultation; |
| CHANCELLOR WEALTH MANAGEMENT | Chancellor Wealth Management, Inc. | 100 Galleria Parkway, Suite 995 Atlanta GA 30339 | Financial planning; Financial services, namely, wealth management services;WEALTH MANAGEMENT; |
Where the owner name is not linked, that owner no longer owns the brand |
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