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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| OLISTICO WEALTH | Olistico Wealth | 2431 E 61st Street Suite 310 Tulsa OK 74136 | Financial planning; Financial planning and investment advisory services; 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 services, namely, wealth management services;The English translation of the word OLISTICO in the mark is holistic.;WEALTH; |
| OM FINANCIAL GROUP | OM Financial Group | 101 Federal Street, Suite 800 Boston MA 02110 | Financial planning; Financial planning for retirement;FINANCIAL OR GROUP; |
| ON TRACK RETIREMENT PLANNING ESTIMATOR | AON CONSULTING, INC. | 200 EAST RANDOLPH STREET CHICAGO IL 60601 | Financial planning, namely, retirement planning services and providing a website featuring interactive financial modeling, all relating to employees' financial preparedness for retirement;retirement planning estimator; |
| ONE OFF FINANCIAL PLANNING | A.B. Wealth Management | 201 Wood Duck Drive Lafayette LA 70507 | 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 administration of retirement plans; 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 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 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; |
| ONEHARBOR.COM | OneHarbor.com, Inc. | Sa n Francisco CA 94111 | financial planning, financial management a n d financial consulting services via a global compute r network,;ONE HARBOR COMMUNICATIONS; |
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| ONEX | ONEX CORPORATION | 161 Bay Street Suite 4900 Toronto, Ontario M5J2S1 Canada | FINANCIAL PLANNING; FINANCIAL MANAGEMENT, INCLUDING FINANCIAL MANAGEMENT REGARDING CAPITALIZATION, CAPITAL EXPENDITURES, AND REVENUE DIVERSIFICATION; FINANCIAL ANALYSIS AND CONSULTATION; FINANCIAL FORECASTING AND FINANCIAL RESEARCH AND PROVIDING FINANCIAL INFORMATION [ ALL FOR THE AIRLINE CATERING, CALL CENTRE, CUSTOMER CARE, ELECTRONICS MANUFACTURING, AUTOMOTIVE AND TRUCK COMPONENTS, FILMED ENTERTAINMENT AND SUGAR REFINING INDUSTRIES ];BUSINESS PLANNING; BUSINESS MANAGEMENT; STRATEGIC PLANNING; BUSINESS REORGANIZATION CONSULTATION AND PROVIDING BUSINESS INFORMATION IN THE AREAS OF BUSINESS STRATEGIES, INFORMATION RELATING TO CAPITAL EXPENDITURE, CORPORATE REORGANIZATION, BUSINESS ACQUISITION [ ALL FOR THE AIRLINE CATERING, CALL CENTRE, CUSTOMER CARE, ELECTRONICS MANUFACTURING, AUTOMOTIVE AND TRUCK COMPONENTS, FILMED ENTERTAINMENT AND SUGAR REFINING INDUSTRIES ]; |
| ONLINE INTELLIGENCE | JUPITER COMMUNICATIONS, INC. | 21 Astor Place New York NY 10003 | FINANCIAL PLANNING, ANALYSIS, CONSULTATION, AND RESEARCH;ONLINE; |
| OPAL WEALTH ADVISORS | Opal Wealth Advisors | 2 Jericho Plaza, Suite 208 Jericho NY 11753 | Financial planning; investment advisory services; financial services, namely, wealth management services;WEALTH ADVISORS; |
| OPEN TRAIL | Calvelli, Michael J. | 111 Santa Rosa Ave., 330 Santa Rosa CA 95404 | Financial planning; Insurance consulting in the field of life insurance; Investment advisory services; Investment management; Financial advice and consultancy services; Financial management in the field of variable and fixed annuity contracts; Financial planning for retirement; Financial services, namely, wealth management services; Insurance brokerage in the field of variable and fixed annuities; Life insurance brokerage; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; |
| OPEN(K) | Capital Wealth Management, Inc. | 325 Cedar Street, Suite 311 St. Paul MN 55101 | Financial Planning; Asset Management, namely, financial asset management; Financial securities portfolio management; Retirement Planning, namely, financial planning and advisory services for corporate retirement plans; Business Benefit Planning, namely, administration of corporate retirement plans; |
| OPPORTUNITY TRUST | Reeves, Simon S. | Suite #190 30 Enterprise Aliso Viejo CA 92656 | Financial planning;TRUST; |
| OPTION 2000 ADVANTAGE | SOUTHEASTERN UNITED MEDIGROUP, INC. | 9901 LINN STATION ROAD LOUISVILLE KY 40223 | financial planning, namely planning prepaid health care insurance programs; insurance administration of prepaid health care insurance plans; financing for prepaid health care insurance plans; |
| OPTION 2000 KENTUCKY ADVANTAGE | SOUTHEASTERN GROUP, INC. | 9901 Linn Station Road Louisville KY 40223 | financial planning, namely planning prepaid health care insurance programs; insurance administration of prepaid health care insurance plans; financing for prepaid health care insurance plans; |
| OPTURA | Roland Chow | 533 Airport Blvd. Suite 400 Burlingame CA 94010 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial trust planning; |
| ORBA WEALTH ADVISORS | ORBA Wealth Advisors | NBC Tower Suite 1500 455 N. Cityfront Plaza Drive Chicago IL 60611 | Financial planning; Financial services, namely, wealth management services; Investment advisory services; |
| OUR CLIENTS' MOST VALUED ASSET | Cornerstone Wealth Management, Inc. | 20 Satinleaf Court 20 Satinleaf Court San Ramon CA 94582 | Financial planning; |
| OUR KNOWLEDGE. YOUR VISION. | Caserta & de Jongh | 12 Elm Street North Haven CT 06473 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial information and advisory services; Financial investment brokerage services; Investment advice; Life insurance brokerage; Financial planning and investment advisory services; Strategic financial advisory services; |
| OWL FORECASTER | OptionWealth | 1395 Piccard Drive, Suite 240 Rockville MD 20850 | financial planning, financial analysis and consultation services; |
| OWL INVESTOR | Wang, Fong | 1204 Oak Street San Francisco CA 94117 | Financial planning; Providing information in the field of personal finance;INVESTOR; |
| OWL STRATEGY ROOM | OptionWealth | 1395 Piccard Drive, Suite 240 Rockville MD 20850 | financial planning, financial analysis and consultation services; |
| OWL TOOLBOX | OptionWealth | 1395 Piccard Drive, Suite 240 Rockville MD 20850 | financial planning, financial analysis and consultation services; |
| PACIFIC PARK FINANCIAL, INC. | PACIFIC PARK FINANCIAL, INC. | 6 Gilly Flower Street Ladera Ranch CA 92656 | FINANCIAL PLANNING; INVESTMENT ADVISORY SERVICES; INVESTMENT MANAGEMENT; INVESTMENT OF FUNDS FOR OTHERS; FINANCIAL PLANNING FOR RETIREMENT;FINANCIAL, INC.; |
| PALADIN RETIREMENT ADVISORS | Jeff Beyer | 532 Durham Rd., Suite 101 Newtown PA 18940 | Financial planning; Financial planning and investment advisory services; 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; Advice on finance during retirement; Financial planning for retirement; |
| PALDOR | Paldor Planning Services, Inc. | 4 Barrington Court Niskayuna NY 12309 | Financial planning;income tax preparation; accounting;The mark is lined for the colors blue and red.; |
| PARAGON FINANCIAL PLANNING | PARAGON FINANCIAL PLANNING, INC. | 3407 Del Valle Circle San Leandro CA 94578 | Financial planning, Financial planning for retirement, Estate planning; Providing investment advice, namely, providing investment counseling for clients; Financial portfolio management featuring financial management of individual client securities portfolios, financial management of client funds stock investments, exchange traded funds (ETF's) and mutual funds;FINANCIAL PLANNING; |
| PARCEL ACCOUNTING | Feldmeier, William F. | 409 Anza Avenue Davis CA 95616 | financial planning;ACCOUNTING; |
| PARESHAH FINANCIAL SERVICES | PareShah Financial Services | 20 Terry Street Hicksville NY 11801 | Financial planning; Financial planning and investment advisory services; Financial trust planning; On-line financial planning services; Estate planning; Financial planning for retirement;FINANCIAL SERVICES; |
| PARTNER | PLAN | PROTECT | PROSPER | Egerthe | 622 Emerson Road, Ste. 400 St. Louis MO 63141 | financial planning; financial planning and investment advisory services; financial services, namely, wealth management services; financial planning for retirement; financial retirement plan consulting services; financial administration of retirement plans; life insurance brokerage; insurance services, namely, the issuance and administration of life insurance; |
| PARTNERS IN TZEDAKAH | Tucciarone, Joseph W. | 80 Crossways Park West Woodbury NY 11797 | Financial planning;TZEDAKAH; |
| PAYCHECK TO "PLAYCHECK" | Gatti, Sammie | 6911 Baxtershire Dallast TX 75230 | Financial planning;THE PAYCHECK TO PLAY CHECK SOLUTION; |
| PAYING TAXES IS A LEGAL DUTY. PAYING TOO MUCH IS A PERSONAL CHOICE. | Mark Bianchi Inc. | 1F 720 Tuckahoe Road Yonkers NY 10710 | financial planning, namely, creating tax mitigation strategies;Tax consulting services; |
| PBFP | Live Dream Achieve Tech | 13808 E 87th Place N Owasso UT 74055 | Financial planning;PB FINANCIAL PLANNING;The certification mark, as used by authorized persons, certifies that the person displaying said mark has completed educational course work requirements and work experience requirements of the certifier, has completed examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, continuing education and other post-certification requirements, and is competent in the field of financial planning.; |
| PBML | Players Business Management | c/o James F. Mahon, Jr. 375 Herrontown Road Princeton NJ 08540 | Financial planning, financial analysis and consultation;PLAYERS BUSINESS MANAGEMENT LLC;Accounting services, tax preparation, business management consultation and consultation in the field of negotiation of employment contracts; |
| PCEWM | Gerald Dessart jr. | 11 Prince Lane, Westbury NY 11590 Westbury NY 11590 | Financial planning; |
| PEACHTREE WEALTH ADVISORS | Peachtree Wealth Advisors, Inc | Suite A205 300 W. Wieuca Rd Atlanta GA 30342 | Financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; |
| PEGASUS PLAN | ST. VINCENT TRUST SERVICE LTD. | 112 Bonadie Street West Indies St. Vincent/Grdn | financial planning, estate planning, tax planning, and estate and trust management services; |
| PENADMIN | PENADMIN INC. | Suite 410 25 Sunrise Avenue Toronto ON M4A2S2 Canada | Financial planning; Financial administration of employee pension plans; |
| PENFLEX | Financial Security Corporation | 1923 ALBERT PIKE HOT SPRINGS AR 71913 | financial planning, administration, investment and portfolio management services in the field of insurance and securities for retirement plans; |
| PENN FIRST | Penn First Advisors, Inc. | P.O. Box 726 Tannersville PA 18372 | Financial planning; investment management; |
| PENSION BUILDERS & CONSULTANTS | PENSION BUILDERS & CONSULTANTS | Bldg. B 29065 Clemens Road Westlake OH 44145 | Financial planning, asset management and investment advisory services;PENSION BUILDERS AND CONSULTANTS; |
| PENSION EVALUATORS | Troyan, Carter | pob 8722 red bank NJ 07701 | Financial planning, analysis and consultation regarding pension annuities in which the value of a pension annuity is calculated in relation to divorces, retirement and economic loss; |
| PENSION EVALUATORS | Troyan, Carter | pob 8722 red bank NJ 07701 | Financial planning, analysis and consultation regarding pension annuities in which the value of a pension annuity is calculated in relation to divorces, retirement and economic loss;PENSION; |
| PERMISSION TO SPEND | Rawson, Christopher | 8111 Ashlane Way, Suite 219 The Woodlands TX 77382 | Financial planning; |
| PERSONAL FINANCE MADE SIMPLE | KG MEYER, PC | 1608 Lincoya Bay Drive Nashville TN 37214 | Financial planning; |
| PERSONAL FINANCIAL ADVISOR - PFA | FINANCIAL DESIGN EDUCATION CORPORATION,INC. | 900 Larkspur Landing Circle, Suite 226 Larkspur CA 94939 | financial planning; retirement planning, wealth retention, estate planning and investment management consulting services;PERSONAL FINANCIAL ADVISOR; |
| PERSONAL FINANCIAL STRATEGIES | Whitehall Asset Strategies, Inc. | 1 Lincoln First Square Rochester NY 14643 | financial planning, financial analysis and consultation rendered thereto; |
| PERSONAL FINANCIAL VIEW | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 1295 State Street Springfield MA 01111 | Financial planning;PERSONAL FINANCIAL; |
| PERSONAL PROFITABILITY | Grace Park | 46 Timber Trail Amagansett NY 119301444 | 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, planning and advising; Financial planning, namely, development of plans; 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 retirement plan consulting services; 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; |
| PERSONAL VALUES PLAN | Interactive Financial Advisors | Suite 1710 625 N. Michigan Ave. Chicago IL 60611 | Financial planning, namely, the creation of a personalized financial analysis and investment strategy to help clients achieve financial independence;PLAN; |
| PERSONOMICS | Personomics Corporation | 1438 Stonegate East Lansing MI 48823 | Financial Planning, Financial Heuristics, Values-Based Financial Planning, Decision-making Tools and Techniques, Internet-based Financial Advisory Services; |
| PERSPECTIVE PLANNING PARTNERS | 5498 | 100 5960 Vandervoort Dr Lincoln NE 68516 | Financial planning; Insurance brokerage services; Investment advisory services; |
| PGP WEALTH SERVICES, LLC | PGP WEALTH SERVICES | 849 Amherst Drive Burbank CA 91504 | Financial planning; Investment management; |
| PHARMACISTS FINANCIAL NETWORK | Devon Financial Partners | FIRST FINANCIAL GROUP 150 S WARNER RD STE 120 KING OF PRUSSIA PA 19406 | Financial planning; Financial information and advisory services; Insurance agencies in the field of Life and Health; |
| PHYSICIAN FINANCIAL INDEPENDENCE | PFTI Wealthcare | 1738 W Chaco Circle Lehi UT 84043 | Financial planning;PHYSICIAN FINANCIAL; |
| PHYSICIANS FINANCIAL ALLIANCE | AMA Services, Inc. | 200 North LaSalle Street, Suite 535 Chicago IL 60601 | financial planning, financial management, financial services in the nature of an investment security; insurance agency in the field of group life, health and disability; and mortgage lending;PHYSICIANS FINANCIAL; |
| PIERCE & TOWNSEND | Gordon, Steven T. | Suite A 6510 Town Center Dr. Clarkston MI 48346 | Financial Planning;PIERCE AND TOWNSEND; PIERCE AND TOWN SEND; |
| PILOT INVESTMENTS | Ficek, Silas | 1603 Drummond Lane Lincoln CA 95648 | Financial planning; Investment advisory services; Investment management; |
| PINNACLE ASCENT | Selfa, Andre C | 2009 Walla Walla Ave, Ste A Walla Walla WA 99362 | Financial planning; Investment advice; |
| PINNACLE WEALTH MANAGEMENT, LLC | Pinnacle Wealth Management | 2271 Lava Ridge Ct., STE 200 Roseville CA 95661 | Financial planning; Investment advice;WEALTH MANAGEMENT, LLC; |
| PIONEER SAVERS CLUB | Personal Healthcare, Inc. | 1750 East Golf Road, Suite 1000 Schamburg IL 60173 | financial planning, namely the provision of information regarding various financial topics;discount services, namely the provision of discount pharmaceutical, eye wear and dental services; medical counseling, namely the provision of information concerning all types of medical and health topics through various written and recorded media; telephone hotline counseling, namely offering advice regarding medical and health issues; |
| PLAN - INVEST - ACHIEVE | Bedel Financial Consulting, Inc. | 3815 River Crossing Pkwy, Ste 120 Indianapolis IN 46240 | Financial planning; Investment advisory services; Investment management; |
| PLAN A RICHER LIFE! | Moneyfull | 3820 Irving St. Denver CO 80211 | Financial planning; Financial planning consultation; |
| PLAN FOR THE REST OF YOUR LIFE | DentGroup | 301 Main St Ste 1502 Baton Rouge LA 70801 | Financial planning; |
| PLAN FOR YOUR FUTURE, LIVE FOR TODAY | Fox, Rick | PO Box 1714 Redlands CA 92373 | Financial planning; Financial planning consultation; |
| PLAN PROTECTING LIFESTYLE ASSETS AND NEEDS | iPLAN | 20128 GREEN RUN CT GAITHERSBURG MD 20879 | 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 administration of retirement plans; 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 finance; 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; Financial services, namely, mortgage planning; Financial trust planning;PLAN; |
| PLAN TO LIVE WELL | Pharaoh Financial Group, Inc. | 502 Lobos Ave Pacific Grove CA 93950 | Financial planning; |
| PLAN TODAY. PROTECT TOMORROW. | Center For Asset Management | 3399 PGA Blvd, Ste 320 Palm Beach Gardens FL 33410 | Financial planning; financial retirement planning services; financial services, namely, wealth management services; Investment of funds; financial administration of IRA and 401(k) rollovers; |
| PLAN WELL. ENJOY LIFE. | Gregory M. Pollack | 250 NW Franklin Ave., Ste 401C Bend OR 97701 | Financial planning; |
| PLAN WITH CARE. LIVE WITH COURAGE. | Darren P. Wurz | 200 W. Pike Street, Suite 100 Covington KY 41011 | Financial planning; Insurance brokerage; Insurance consultancy; Insurance information; Investment advisory services; Investment brokerage; Investment management; |
| PLAN WITH CONFIDENCE...ENJOY LIFE | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial planning; |
| PLAN WITH CONFIDENCE...ENJOY LIFE | Eastern Planning, Inc. | 33 Rt. 304 Nanuet NY 10954 | Financial planning; |
| PLAN. ADAPT. RELAX. ARE YOUR LIFE GOALS ON PAR WITH YOUR FINANCIAL PLAN? | Frawley, Douglas B. | 260 Glen Eagle Circle Naples FL 34104 | 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 administration of employee pension plans; Financial administration of health reimbursement arrangements; Financial administration of retirement plans; 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 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; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; 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; |
| PLANANCIAL | Planancial, Inc. | 60 Pearl Street Kingston NY 12401 | Financial planning; providing a website featuring information, research, and links relating to finance, financial investments and financial planning; providing a website that promotes and facilitates financial goal setting;PLAN FINANCIAL; |
| PLANFIRST | PlanFIRST, Inc. | 9 Halton Green Way Greenville SC 29607 | financial planning; asset management;PLAN FIRST; |
| PLANNED GIVING SCORECARD | Ambassador Advisors | 1755 Oregon Pike, Suite 100 Lancaster PA 17601 | Financial planning; |
| PLANNING ACROSS THE SPECTRUM | KOMAROW FINANCIAL PLANNING | 74 BATTERSON PARK RD., FLOOR 1 Farmington CT 06032 | Financial planning, namely, special needs planning; Financial planning; Financial planning for retirement; Financial planning consultation; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial planning and investment advisory services; Financial planning, namely, creating personalized strategies for achieving financial independence, including money management strategy, succession planning, college funding planning, and tax mitigation strategy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial management in the field of investment portfolios, employee pension plans, 401(k) and retirement plans, 403(b) and non-retirement plans, and stock option plans; Strategic financial advisory services; Financial advisory and consultancy services; Financial administration of retirement plans; Financial retirement plan consulting services; Financial services, namely, wealth management services; 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 consultancy and insurance consultancy; Estate trust planning; Estate planning; Providing information in the field of employee financial benefit plans; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; |
| PLANNING BY THE NUMBERS | TriCord Advisors, Inc. | 6772 Magnolia Avenue Riverside CA 92506 | Financial planning; Financial planning consultation; Financial planning for retirement; Financial trust planning; Investment management; Investment management in the fields of municipal bonds, securities, retirement, private and public equity.; Investment management of and distribution of variable annuities; Investment advice; Investment brokerage; Investment consultancy; Investment consultation; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice on finance during retirement; Financial investment brokerage; Financial management in the field of municipal bonds, securities, retirement, private and public equity.; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of municipal bonds, securities, retirement, private and public equity.; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial services in the nature of an investment security; 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, investment fund transfer and transaction services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Investment advice in the fields of municipal bonds, securities, retirement, private and public equity.; Investment consultation in the fields of municipal bonds, securities, retirement, private and public equity.; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; |
| PLANNING FOR A LIFETIME | United Asset Strategies, Inc. | 666 Old Country Road, Suite 104 Garden City NY 11530 | Financial planning; |
| PLANNING FOR LIFE | Financial Foundations, Inc. | Suite 101 600 Worcester Road Framingham MA 01702 | Financial planning; |
| PLANNING FOR LIFE | Bunting Capital Management, Inc. | 440 Monticello Ave Suite 1620 Norfolk VA 23510 | Financial planning; Financial planning and investment advisory services; |
| PLANNING FOR RETIREMENT THE R.I.T.E. WAY | Scott A. Bishop | 1506 Peyton Oaks Pl Houston TX 77043 | Financial planning; |
| PLANNING FOR THE POSSIBILITIES | United Asset Strategies, Inc. | 666 Old Country Road, Suite 104 Garden City NY 11530 | Financial planning; |
| PLANNING FOR TOMORROW, TOGETHER | James Investment Group, Inc. | 673 Westbury Dr., Suite 101 Iowa CIty IA 52245 | Financial planning, namely, estate, tax, retirement and investment planning; |
| PLANNING FOR YOUR DREAMS | Pence Wealth Management, Incorporated | 5000 Birch Street, Suite 8000 Newport Beach CA 92660 | Financial planning; Insurance brokerage; Investment brokerage; |
| PLANNING FROM A TAX-SMART PERSPECTIVE | Paragon Tax Advisory Services | Suite D 1880 Airport Road Hot Springs AR 71913 | 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, wealth transfer; Financial planning, namely, tax focused strategies; Financial planning, namely, tax free income; Financial planning, namely, RMD (Required Minimum Distribution) planning; Financial planning, namely, life insurance planning for tax purposes; Financial planning, namely, advanced tax strategies; Financial administration of retirement plans; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial forecasting; Financial information and evaluations; Financial investment analysis and stock research; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial retirement plan consulting services; Financial risk management; Financial services, namely, wealth management services; Investment advisory services; Financial planning and investment advisory services; On-line financial planning services; Strategic financial advisory services; |
| PLANNING TO LIVE WELL | Evensky & Katz | Suite 850 4000 Ponce De Leon Blvd. Coral Gables FL 33146 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Financial trust planning; |
| PLANNING TODAY > SECURING TOMORROW | Financial Asset Management Corporation | 26 S. Greeley Ave Chappaqua NY 10514 | Financial planning; Financial services, namely, wealth management services; Investment management; |
| PLANNING TODAY FOR YOUR TOMORROWS | Muraski, John | 107 N. Reino Road, #144 Newbury Park CA 91320 | Financial planning; Insurance brokerage; Investment brokerage; |
| PLANNINGTRAK | Boston 128 Companies, Inc. | 3 university Office Park 95 Sawyer Road, Suite 110 Waltham MA 024533471 | financial planning;PLANNING TRACK; |
| PLANNOW | The Conservative Baptist Foreign Mission Society | 1501 W. Mineral Ave. Littleton CO 80120 | Financial planning;PLAN NOW; |
| PLANS IN ORDER | Klinetob, Darwin Christopher | 12314 Honeywood Trail Houston TX 77077 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning; Insurance and financial information and consultancy services; Insurance brokerage services; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Life insurance brokerage; Estate trust management; Financial risk management; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing information in the field of employee financial benefit plans;PLANS; |
| PLANTRAK | Boston 128 Companies, Inc. | 3 university Office Park 95 Sawyer Road, Suite 110 Waltham MA 024533471 | financial planning;PLAN TRACK; |
| PLATINUM WEALTH ADVISORS | Platinum Wealth Advisors | 1505 Sunshine Circle Corona CA 92881 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial management in the field of Investment Portfolios; Financial retirement plan consulting services; |
| PLAYERS BUSINESS MANAGEMENT | Players Business Management | c/o James F. Mahon, Jr. 375 Herrontown Road Princeton NJ 08540 | Financial planning, financial analysis and consultation;Accounting services, tax preparation, business management consultation and consultation in the field of negotiation of employment contracts; |
| POINT, CLICK & SAVE! | Transamerica Corporation | MS 3590 6400 C Street SW Cedar Rapids IA 52499 | FINANCIAL PLANNING, NAMELY, SAVINGS, RETIREMENT AND PENSION PLANNING SERVICES;POINT CLICK AND SAVE; |
| POPE FINANCIAL PLANNING | Pope, Apryl M. | 731 Avon Fields Lane Cincinnati OH 45229 | 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, financial advising; Financial administration of retirement plans; 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 and business finance; Financial retirement plan consulting services; Financial services, namely, mortgage 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; |
| PORTFOLIO LOGIC | McGraw, Joseph | 19914 Butler Creek Lane Sedro-Woolley WA 98284 | Financial planning; Investment management;PORTFOLIO; |
| PORTFOLIO TO PLAN | Financial Resources, Inc. | Suite 101A 140 Hebron Avenue Glastonbury CT 06033 | financial planning, namely, the creation of personalized strategies used to calculate a current or proposed portfolio's investment risk to determine if there is too much or too little risk in the portfolio to achieve the financial plan's goals and objectives;PORTFOLIO; |
| POSITEAM | realOS.com, inc. | 1350 East Flamingo Road #955 Las Vegas NV 89119 | FINANCIAL PLANNING; FINANCIAL PORTFOLIO MANAGEMENT; |
| POSITIVE 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; |
Where the owner name is not linked, that owner no longer owns the brand |
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