"BARRIO WEALTH"
Mark Identification

"BARRIO WEALTH"

Serial Number

87657530

Filing Date

Oct 24, 2017

Trademark by

JIMENEZ WINSTON O.

Classification Information

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; Charge card and credit card payment processing services; Charitable services, namely, providing financial support to disadvantaged individuals in the United States and other countries for the purpose of facilitating health, wellness and economic development; Charitable services, namely, providing financial support to disadvantaged patients for the purpose of facilitating good health; Charitable services, namely, providing financial support to people from disadvantaged countries for the purpose of facilitating educational opportunities; Credit and cash card payment processing services; Financial administration services, namely, Wealth Management, financial investment brokerage, financial administration of retirement plans, individual retirement account services, money lending, mortgage lending, securities lending, and insurance brokerage services, insurance consultancy, insurance services in the nature of underwriting life, health, accident and fire insurance, provision of advice and information regarding all the foregoing services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, money lending, mortgage lending, securities lending, and insurance brokerage services, insurance consultancy, insurance services in the nature of underwriting life, health, accident and fire insurance, provision of advice and information regarding all the foregoing services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, retirement plans, estate plans, financial planning strategy, and information regarding all the foregoing services; Financial research; Financial risk management consultation; Financing loans for mortgage, business, personal and information regarding all the foregoing services; Online banking services accessible by means of downloadable mobile applications; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Providing cash and other rebates for credit card use as part of a customer loyalty program; Providing financial assessment services to the underbanked, low to middle income family and veterans; Providing financial assistance for rent and utilities, food, travel, prescription cost and other necessities of life; Providing financial consultation services to all customers who request our services, specially the underbanked, low to middle income family and veterans; Providing financial information services to all customers who request our services, specially the underbanked, low to middle income family and veterans; Providing monetary exchange services, namely, exchanging gold of others for cash; Travelers' check issuance

Insurance and Financial