78961925
Aug 28, 2006
Oct 23, 2007
Active Trademark
Administration of employee benefit plans; Brokerage in the field of insurance; Financial evaluation for insurance purposes; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Insurance agency and brokerage; Insurance consultation; Investment management
Insurance and Financial