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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| INVEST DIFFERENT | Orbis Holdings Limited | 280 Park Ave., 4th Fl. New York NY 10017 | Financial planning;INVEST; |
| INVEST IN FREEDOM | ShareGRO Inc. | 213 Houston Loop Liberty Hill TX 78642 | Financial planning, namely, creating family and community-based strategies and an online marketplace for achieving financial freedom; |
| INVEST SMART. PLAY HARD. LIVE LONG. | Losey III, William A. | 17 Sheffield Rd Wilton NY 12831 | Financial planning; |
| INVEST TO CHANGE THE WORLD | Pain, Lincoln | Suite E 1510 Walnut Street Berkeley CA 947091565 | Financial planning; |
| INVESTED IN YOU | Eighth Wonder Investments | 3306 Washington St S 3306 Washington St S Fargo ND 58104 | Financial planning; Financial planning for retirement; Investment advice; Investment consultation; Investment management; Investment of funds; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; |
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| INVESTING AT WORK | AMERIPRISE FINANCIAL, INC. | 5226 Ameriprise Financial Center Minneapolis MN 55474 | financial planning, financial analysis and consultation, financial services in the nature of an investment security, financial portfolio management, financial research, investment brokerage, investment consultation;INVESTING AT WORK;The stippling is a feature of the mark and does not indicate color.; |
| INVESTING FOR A BETTER TOMORROW | MCCARTNEY WEALTH MANAGEMENT | Suite A 8777 Big Bend Blvd Saint Louis MO 63119 | 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 administration of retirement plans; Financial advice, namely, budget planning; 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 trust planning; Investment management; Investment management in the fields of Socially Responsible Investing; Investment management in the fields of ESG (Environmental, Social and Governance) Investing; Investment management in the fields of Impact Investing; Investment services, namely, asset acquisition, consultation, development and management services; Financial management in the field of Socially Responsible Investing; Financial management in the field of ESG (Environmental, Social and Governance) Investing; Financial management in the field of Impact Investing; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Public equity investment management;INVESTING; |
| INVESTING THROUGH UNDERSTANDING | Bortolussi Wealth Management, Inc. | 27 Prospect Street Upton MA 01568 | Financial planning; |
| INVESTMAP | INVESTMAP | 750 North Rush Street Chicago IL 60611 | Financial planning; Financial management; Financial information provided by electronic means; Financial analysis and consultation;INVEST MAP; |
| INVESTMENT MASTERY | Fred Dent III | 2237 S. Acadian Suite 605 Baton Rouge LA 70808 | Financial planning; |
| INVESTMENT ONE | FIRST NATIONAL BANK OF OMAHA | STOP 3200 1620 Dodge St. Omaha NE 681973200 | financial planning, estate planning, tax planning, and investment advice services;INVESTMENT 1;INVESTMENT; |
| INVESTOR PERSONALITY TYPES | Michael M. Pompian | 720 Old Dutch Road Bedminster NJ 07921 | Financial Planning; |
| INVICTUS | INVICTUS GROUP | 525-K East Market Street #307 Leesburg VA 20176 | financial planning, estate planning, tax planning, estate trust management, namely income preservation and enhancement through the implementation of trusts, corporations and other legal entities and global investment;The English translation of INVICTUS is invincible.; |
| INVICTUS | INVICTUS PLANNING SERVICES | 2061 NE 214 Terrace North Miami Beach FL 33179 | financial planning, estate planning, tax planning, estate trust management, namely income preservation and enhancement through the implementation of trusts, corporations and other legal entities and global investment;The English translation of INVICTUS is invincible.; |
| IPOUSA.COM | TORINO LIMITED | Twelve Hill Street St. Helier | financial planning, management, brokerage and consultation services in the fields of initial public offerings, monetary affairs and stock brokerage services; |
| ISIAH LAWRENCE ROBERTS | Isiah Lawrence Roberts Estate Living Trust | 7601 FM 1960 RD E 7601 FM 1960 RD E Humble TX 77346 | Financial planning, namely, Banking and consulting; |
| IT'S ABOUT RELATIONSHIPS, NOT TRANSACTIONS. | Poterack Capital Advisory, Inc. | 2115 Rexford Road, Suite 311 Charlotte NC 28211 | 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;IT IS ABOUT RELATIONSHIPS, NOT TRANSACTIONS.; |
| IWEALTH TRAC | Integrity Financial Planning, Inc. | 3991 MacArthur Blvd., Suite 215 Newport Beach CA 92660 | Financial planning;I WEALTH TRACK; |
| JMC WEALTH MANAGEMENT | JMC Wealth Management Inc. | 1017 West Washington Blvd., Suite 3E Chicago IL 60607 | Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence;WEALTH MANAGEMENT; |
| JUICING | Anaday | 4200 N Marshall Way, Suite 2 Scottsdale AZ 85251 | Financial planning; |
| JVL WEALTH STRATEGIES | JVL Associates | Suite 400 1535 44th St. SW Wyoming MI 49509 | FINANCIAL PLANNING, WEALTH MANAGEMENT, AND INVESTMENT ADVISORY SERVICES;WEALTH STRATEGIES; |
| KEEP MORE OF WHAT YOU MAKE, MAKE MORE OF WHAT YOU KEEP! | Moneyminders | 7 Fieldstone Court Randolph NJ 07869 | Financial planning, investment management and wealth management services; |
| KEEP THE DREAM ALIVE | 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 and legal planning; administration of employee benefit plans; insurance administration, brokerage, and consultation; |
| KEEP YOUR ASSETS. TAKE MY ADVICE. | Rick Johnson Family Office | 109 Velvetleaf Drive Jacksonville FL 322594489 | Financial Planning; |
| KEYPAD | KEYCORP | 127 Public Square Cleveland OH 44114 | Financial planning; financial affairs and monetary affairs, namely, financial information, management and analysis services; |
| KINGDOM COME FINANCIAL | Hampton, Amber | 1514 n. Mcdonald street Mckinney TX 75071 | Financial planning;FINANCIAL; |
| KNOW THE DIFFERENCE | Annex Wealth Management | 12700 West Bluemound Road, Suite 200 Elm Grove WI 53122 | Financial planning; financial retirement plan consulting services; estate planning; fiduciary services, namely, fiduciary representative services; investment management services;Tax planning, advice, information and consultancy services relating to tax reduction; |
| KNOW YOUR RESOURCES AND TREASURE THEM | Hantz Group, Inc. | 26200 American Drive, 5th Floor Southfield MI 48034 | Financial planning; retirement planning; risk management; estate planning; administration of employee benefit plans; insurance administration, brokerage, and consultation; mortgage lending and brokerage; |
| KNOW YOUR WORTH | Royal Neighbors of America | 230 16th Street Rock Island IL 61201 | Financial planning; |
| KOWALSKI FINANCIAL | Kowalski Financial Inc | 600 Hwy 169 South, Suite 655 Minneapolis MN 55426 | Financial planning, namely, planning investment strategies for financial growth, estate planning, financial planning for retirement, financial planning for raising funds for education costs, advising businesses on issues of portfolio planning and investment planning, consulting in the field of planned giving for non-profit and charitable organizations; investment management;Tax advisory services; Tax assessment; Tax consultation; Tax preparation; Income tax consultation;FINANCIAL; |
| L.I.F.E. PLAN SCORE | Reflection Analytics | 7 Seagrass Lane Isle of Palms SC 29451 | Financial planning;PLAN SCORE; |
| LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT | Professional Planning Counsel, Inc. dbaLa Jolla Institute for Wealth Management | Ste. 216 7946 Ivanhoe Ave. La Jolla CA 92037 | Financial planning; Investment management;INSTITUTE FOR WEALTH MANAGEMENT; |
| LA LOLLA INSTITUTE FOR WEALTH MANAGEMENT | professional planning counsel,inc. dba la jolla institute for wealth management | ste.216 7946 ivanhoe ave. la jolla CA 92037 | Financial planning; Investment management; |
| LA WEALTH MANAGEMENT | LA Wealth Management | 100 West Broadway STE 3000 Long Beach CA 90802 | 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 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 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; |
| LADDER OF WEALTH | Richard P. Himmer | 9621 64th St. N.W. Gig Harbor WA 98335 | Financial Planning;The certification mark, as intended to be used by authorized persons, is intended to certify Financial Planning.;WEALTH; |
| LATER IS GREATER | Salience Holdings Corp. | 1818 Fairburn Avenue #302 Los Angeles CA 90025 | Financial planning; |
| LAUNCH | ALMEGA WEALTH MANAGEMENT | 8426 E. Country Club Trail Scottsdale AZ 85255 | Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Investment management; |
| LAWS OF WEALTH | Himmer, Richard P. | 9621 64th St. N.W. Gig Harbor WA 98335 | Financial planning; |
| LCAP | Signature Estate & Investment Advisors | Suite 1575 1650 Tysons Blvd. Tysons Corner VA 22102 | Financial planning, namely, cash flow, investment portfolio tax management, and investment portfolio strategies to address housing and healthcare costs for senior citizens facing chronic healthcare conditions; |
| LEGACY | Seth Allen | 301-499 Drake Street Vancouver, BC V6B1B1 Canada | financial planning; financial management; investment management; financial planning and investment advisory services; management of portfolios comprising securities; management of portfolios of transferable securities; fund investments; financial planning for retirement; financial investment counselling;tax advisory services; tax and taxation planning, advice, information, and consultancy services; |
| LEGACY FINANCIAL PLANNING | Legacy Financial Planning | 218 Glenside Avenue Wyncote PA 19095 | Financial Planning; estate Planning; Insurance Planning; Investment Planning; |
| LEGACY FINANCIAL PLANNING, INC. | Legacy Financial Planning | 218 Glenside Avenue Wyncote PA 19095 | Financial Planning; Estate Planning; Insurance Planning; Investment Planning;LEGACY FINANCIAL PLANNING INC;FINANCIAL PLANNING; |
| LEGACY FULFILLMENT PROGRAM | Smith Financial Services, Inc. | 2030 W. Hwy 89A Sedona AZ 86336 | FINANCIAL PLANNING, ESTATE PLANNING AND FINANCIAL ASSET MANAGEMENT;PROGRAM; |
| LEGACY PLANNING ACROSS GENERATIONS | MARTIN, PEGGY D | 3475 Oakwood Ct Morgan Hill CA 95037 | Financial planning; Financial planning consultation;LEGACY PLANNING; |
| LEGATO FINANCIAL GROUP | Legato Insurance Group, Inc. | 2905 Ring Road Elizabethtown KY 42701 | Financial planning; Financial planning for retirement; Insurance brokerage; Insurance consultation; Investment advice;FINANCIAL GROUP; |
| LENOX PERSONAL CFO | Lenox Advisors, Inc. | 11th Floor 530 Fifth Avenue New York NY 10036 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, providing periodic updates to the customer's financial plan, vaulting personal documents in a secure but accessible location, and creating personalized strategies for achieving financial independence; |
| LEVERAGED WHOLE LIFE | Scott J. Silbert | 175 West 93rd Street, Apt. 8F New York NY 10025 | Financial planning; |
| LIFE BEGINS AT 50 FIFTY PLUS EXPO | Julie Frank Enterprises, Inc. | 2124 Broadway, Suite 278 New York NY 10023 | arranging and conducting trade show exhibitions in the fields of financial planning, career counseling, networking volunteers, volunteerism, computer literacy, cooking, health, fitness and vacation planning for older people;FIFTY PLUS EXPO; |
| LIFE COURSE CHANGES | Breakwater Financial | 8th Floor 745 Atlantic Ave Boston MA 02111 | Financial planning; |
| LIFE MANAGEMENT SERVICES | MERRILL LYNCH & CO., INC. | 4 WORLD FINANCIAL CENTER NEW YORK NY 10080 | financial planning, underwriting life insurance, financial investment in the field of securities, and savings and loan services;SERVICES; |
| LIFE PLANNING STRATEGIST | Reid, Jacob | 2021 Las Positas Ct. STE#165 LIVERMORE CA 94551 | Financial planning; Investment management; Life insurance brokerage; |
| LIFE STRATEGY PARTNERS | Chad W Lawyer | 4720 N Calle Desecada Tucson AZ 85718 | Financial planning; |
| LIFE TRANSITION PLANNING | Cooper, Randall R. | 8729 Bay Pointe Dr. Tampa FL 33615 | Financial Planning, namely, personal financial planning for many of life's transitions-- Career Change, Retirement, Business Succession, Marriage, Divorce, Starting a Family, Losing a Loved One, Sudden Wealth, Starting a Business, Passing on an Estate; |
| LIFE WELL, FOR LIFE | NORTHERN TRUST CORPORATION | 50 S. LaSalle Street Chicago IL 60603 | Financial planning; financial planning for retirement; financial retirement plan consulting services; |
| LIFE&WEALTH ADVISORS, INC. GUIDING CLIENTS THROUGH LIFE'S EVENTS | Life&Wealth Advisors, Inc. | 1399 Ygnacio Valley Rd., Suite 29 Walnut Creek CA 94598 | Financial planning; Financial planning consultation;LIFE AND WEALTH ADVISORS, INC. GUIDING CLIENTS THROUGH LIFE'S EVENTS;LIFE & WEALTH ADVISORS, INC.; |
| LIFE...WITH A PLAN | Northeastern Financial Consultants, Inc. | Suite 1 3 Abington Executive Park Clarks Summit PA 18411 | Financial planning; Investment management; |
| LIFEPLAN | Core Advisors, LTD | 118 Columbia Avenue Chapin SC 29036 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio analysis services;LIFE PLAN; |
| LIFESCAPE WEALTH | Generation Partners | 1204 South Oak Avenue Marshfield WI 54449 | Financial planning; Financial services, namely, wealth management services;WEALTH; |
| LIFESPAN WEALTH MANAGEMENT | CPA Financial Management, Inc. | 2184 Rockledge Drive Rockledge FL 32955 | Financial planning; Financial services, namely, wealth management services; Insurance agencies; Investment advisory services; Investment consultancy;LIFE SPAN WEALTH MANAGEMENT; |
| LIFESTYLE BALANCE SHEET | James Koch | 3189 DANVILLE BLVD., STE. 250 ALAMO CA 94507 | Financial planning; Financial planning consultation; Financial advice, namely, budget planning; On-line financial planning services;BALANCE SHEET; |
| LIFESTYLE TO LEGACY | Legacy Advisor Network | 2970 Chapel Valley Rd., Ste 101 Madison WI 53711 | Financial planning; |
| LIFETIME BALANCE SHEET | VODRA, RICHARD E. | 9302 Lee Highway, Suite 750 Fairfax VA 22031 | financial planning, including, financial planning for retirement; |
| LIFETIME CASH FLOW SYSTEM | Pacific Capital | 1881 California Avenue Corona CA 92881 | Financial planning; |
| LIFETIME PLAN SCORE | FDC Plan on Purpose | 213 15th Ave NE Waseca MN 56093 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; On-line financial planning services; |
| LIFETIME WEALTH SOLUTIONS | Swofford, Aleen M. (Ali) | 6400 Papermill Dr. Suite 203 Knoxville TN 37919 | Financial planning, namely the creation of personalized strategies to achieve financial independence;WEALTH; |
| LIFETIME WEALTH SOLUTIONS | Swofford, Aleen M. | 251 N Peters Rd Suite 101 Knoxville TN 37923 | Financial planning, namely, the creation of personalized strategies to achieve financial independence; |
| LIFETIME WEALTH SOLUTIONS | Aleen M Swofford | 306 Prosperity Drive, #101 Knoxville TN 37923 | Financial planning, namely, the creation of personalized strategies to achieve financial independence; |
| LINCOLN ASSOCIATES | Collier, Douglas J. | 800 Fairway Drive, Suite 370 Deerfield Beach FL 33441 | Financial planning; Insurance consultation; |
| LIP | EQUITABLE HOLDINGS, INC. | 1290 Avenue of the Americas New York NY 10104 | Financial planning, namely, to help high-income individuals enhance their retirement funds; |
| LIP | Corporate & Endowment Solutions, Inc. | 4341 Acer Grove Road, C300 Springfield IL 62701 | Financial planning, namely, to help high-income individuals enhance their retirement funds; |
| LIVE A LIFE OF ABUNDANCE | Gilbert & Cook, Inc. | 5058 Grand Ridge Drive West Des Moines IA 50265 | 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 advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial trust planning; |
| LIVE FREE DEBT FREE | Thomas Turbeville | 3340 Morning Amber Street N Las Vegas NV 89032 | Financial planning; |
| LIVE GREATLY | GREAT WATERS FINANCIAL | 510 North 1st Ave, Suite 410 Minneapolis MN 55403 | Financial planning; Financial planning for retirement; Financial consultancy; Financial consulting; Financial portfolio management; Financial risk management; Insurance and financial information and consultancy services; |
| LIVE WELL, FOR LIFE | NORTHERN TRUST CORPORATION | 50 S. LaSalle Street Chicago IL 60603 | Financial planning; financial planning for retirement; financial retirement plan consulting services; |
| LIVE YOUR PLAN | Center For Financial Planning | Suite 300 24800 Denso Drive Southfield MI 48033 | Financial planning; |
| LIVICTUS | Sulmasy, Christian | 20 GATEHOUSE RD, Box 48 AMHERST MA 01004 | Financial planning; Financial services, namely, wealth management services; Insurance consultancy; Investment advisory services; Investment management; |
| LIVING WITH HARMONY AND HOPE THROUGHOUT THE GENERATIONS | MARTIN, PEGGY D | 3475 Oakwood Ct Morgan Hill CA 95037 | Financial planning; Financial planning consultation; Financial planning, namely, developing, implementing and maintaining family wealth plans and financial and estate plans; Financial services, namely, wealth management services; |
| LIVING YOUR WEALTH | Living Your Wealth | 6000 Greenwood Plaza Blvd, STE 100, Greenwood Village CO 80111 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; 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 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 credit or debit card over a global data network; On-line financial planning services; |
| LOGAN PARK | David Benning | 121 South Eighth Street, Suite 1110 Minneapolis MN 55402 | Financial planning; |
| LOGAN PARK | Jeffery Sutton | 121 South Eighth Street, Suite 1110 Minneapolis MN 55402 | Financial planning; |
| LONG-TERM CARE FINANCIAL ASSESSMENT | Richard Gow | 14406 Reflection Lakes Drive Fort Myers FL 33907 | 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 planning, namely, long term care financial assessment; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services; Providing on-line information in the field of charitable monetary giving through financial and estate planning; |
| LONGEVITY CARE PLAN | National Care Consultants | 1099 Gilbert Street Boulder CO 80302 | Financial planning; Financial planning and investment advisory services; Financial planning for retirement; |
| LONGEVITY GUIDES | Halbert Hargrove Global Advisors | 111 West Ocean Blvd., 23rd Floor Long Beach CA 90802 | Financial planning; financial counseling services helping others to reach their financial goals;GUIDES;Providing on-line non-downloadable software to allow client to enter cash flow and holding estimates to generate a personal funded ratio for the client; |
| LOOKING FOR CERTAINTY IN THESE UNCERTAIN TIMES | Dunn, Daniel J. | 2814 Tiburon Blvd. East, Unit 102 Naples FL 34109 | Financial Planning; |
| LOVE AND FINANCIAL PLANNING | Pernitz, Justin | 7111 North Avenue Middleton WI 53562 | Financial planning;FINANCIAL PLANNING; |
| LOVE WHERE YOUR MONEY GOES | Gomez, Miguel | 4130 Rio Bravo St El Paso TX 79902 | Financial planning; |
| LOVING WILL | Ownership Advisors, Inc. | 6100 Oak Tree Blvd., South Suite 420 Cleveland OH 44131 | Financial planning; |
| LOWER TAXES HIGHER PROFIT GREATER WEALTH | FINANCIAL GRAVITY COMPANIES, INC. | 2501 Ranch Rd 620 S, Ste 110 Lakeway TX 78734 | Financial Planning; Financial services, namely, wealth management services; Financial risk management services; insurance services, namely insurance consultancy and insurance brokerage;Tax consulting and business consulting; |
| LOYALTY ALLIANCE | Loyalty Alliance, Inc. | 2501-G Las Posas Rd. #419 Camarillo CA 93010 | financial planning, insurance agency services, corporate financial benefit consulting, namely insurance benefit consulting for corporations and employee benefit plan consulting; |
| LPA | LifePlanningAdvisors | 12780 High Bluff Drive Suite 210 San Diego CA 92130 | Financial planning; investment advice in the fields of securities and insurance; |
| LUMIERE FINANCIAL GROUP | Lumiere Financial Group | 121 West 27th St STE 803 New York NY 10001 | Financial planning;The English translation of Lumiere in the mark is Light.;FINANCIAL OR GROUP; |
| LUMINARY WEALTH | Capstone Advisors | 7910 Carnegie Blvd Fort Wayne IN 46804 | Financial planning; Investment management; Financial services, namely, wealth management services; |
| LUVO WEALTH ADVISORS | James Stephen Bennett | 10801 Main Street, Suite 204 Bellevue WA 98004 | Financial planning; financial services, namely, financial asset management, cash management, financial planning for retirement, and estate planning services; workplace and employee benefits management, namely, managing employee benefit plans concerning insurance and finance; providing financial consultation, information, and advice in the fields of wealth building and wealth protection; financial analysis and consultation, namely, financial planning consultation, financial research and financial risk management; investment advice; consumer lending services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial trust operations; trust services, namely, investment and trust company services; insurance consultation services, namely, insurance advice and insurance planning; insurance brokerage services; investment management of and distribution of annuities; Tax payment management services;Tax and taxation planning, advice, and information services; Management of tax files;The English translation of LUVO in the mark is TO GIVE AID or BE OF SERVICE.;WEALTH ADVISORS; |
| LWA LEGACY WEALTH ADVISORS, LLC MANAGING WEALTH BY DESIGN | Legacy Wealth Advisors | 4200 Cantera Drive, Suite 221 Warrenville IL 60555 | FINANCIAL PLANNING, NAMELY, WEALTH MANAGEMENT ADVICE;WEALTH ADVISORS, LLC.; |
| LWS WEALTH ADVISORS | LWS Wealth Advisors, Inc. | 141 Linden Drive Basking Ridge NJ 07920 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; On-line financial planning services;WEALTH ADVISORS; |
| M | Bean, Richard A JR. | 360 Route 101, Ste. 1301 Bedford NH 03110 | Financial planning; |
| M MAXIMUM RETIREMENT, INC. "THE RETIREMENT & WEALTH DISTRIBUTION SPECIALISTS" | Bean, Richard A. Jr. | 360 Route 101 Ste. 1301 Bedford NH 03110 | Financial Planning;MAXIMUM THE RETIREMENT INCORPORATE THE RETIREMENT AND WEALTH DISTRIBUTION SPECIALISTS;MAXIMUM RETIREMENT, INC. THE RETIREMENT & WEALTH DISTRIBUTION SPECIALISTS; |
| MACKEY ADVISORS | The Wealth Advisory Team | 601 Fairfield Avenue Bellevue KY 41073 | Financial planning, namely, advising clients on financial planning, investment planning, and wealth management strategies for achieving financial independence;Business information and accounting advisory services;ADVISORS; |
| MADE OF TRUST | Mr. Miles Leutner | 16 Shorncliffe Ave Westmount QC H3Y 1A7 Canada | Financial planning; financial planning for retirement; estate planning; tax and taxation planning, advice, information and consultancy services; consulting and information concerning insurance; estate trust planning; banking and financing services; financial services, namely, raising debt and equity capital for others; financial consulting and advising in the field of mergers and acquisitions; advice relating to investments; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options and other securities, and the investment of funds of others; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including and public equity and debt investment services; investment of funds for others; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; investment management of hedge funds, securities and derivatives for others; |
| MAI WEALTH ADVISORS | MAI Wealth Advisors | 1360 East Ninth Street, Suite 1100 Cleveland OH 44114 | Financial planning, counseling and advisory services;WEALTH ADVISORS; |
Where the owner name is not linked, that owner no longer owns the brand |
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