A THE TRUSTED ACCESS

Owners

Goods & Services

Organizing and hosting virtual educational fairs not for commercial purposes, educational events, and seminars in the field of financial literacy; providing a website featuring educational resources, namely, non-downloadable written materials in the nature of articles, magazines, books, podcasts in the field of finance to foster financial literacy and assist customers achieve their financial goals

Cross marketing and promotional services, namely, matching individuals with businesses for purposes of building professional service relationships and referrals; accounting services, namely, providing an internet website for accountants featuring business information regarding potential consumers and their advisory needs, and accountants interested in advising those customers; attorney, accountant, and wealth advisor services, namely, providing an internet website that allows attorneys, accountants, and wealth advisors to obtain information about potential customers and their advisory needs and allows customers to obtain information about attorneys, accountants, and wealth advisors, all in the nature of matching potential clients with attorneys, accountants, and wealth advisor professionals via a website; accounting services, namely, accounting advisory services provided to customers via a website

Wealth advisor services, namely, providing an internet website for wealth advisors featuring financial background information regarding potential customers and their advisory needs, and accountants and wealth advisors interested in advising those customers; wealth advisory services, namely, financial wealth advisory services provided to customers via a website; providing a website featuring educational resources, namely, links to website of others featuring financial information to foster financial literacy and assist customers achieve their financial goals

Legal services, namely, providing an internet website for attorneys featuring legal information regarding potential customers and their advisory needs, and attorneys interested in advising those customers; legal services, namely legal consultation provided to customers via a website