TAX RETIREMENT FUND ASSOCIATION - TRFA
Mark Identification

TAX RETIREMENT FUND ASSOCIATION - TRFA

Serial Number

77611599

Filing Date

Nov 11, 2008

Registration Date

Jun 23, 2009

Trademark by

BUBIEN WALTER JOHN

Classification Information

Financial analysis and research services; Financial information provided by electronic means; Financial research; Financial research and information services; News reporting services in the field of financial news; Providing financial information; Establishing mutual funds for others; Financial administration of retirement plans; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial analysis and consultation; 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 consultancy; Financial consultancy services in the area of healthcare; Financial consultation; Financial consultation in the field of fuels, diesel fuel, biofuel and biodiesel fuel; Financial consulting services, namely, expert analysis in finance; Financial due diligence; Financial evaluation for insurance purposes; Financial forecasting; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial management; 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 portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; 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, 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, debt settlement; 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 trust operations; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Management of a capital investment fund; Management of private equity funds; On-line financial planning services; Providing a web site that assists financial professionals in the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Insurance and Financial