Insurance services, namely, insurance agency and brokerage services; insurance services, namely, providing insurance information; financial investment consulting services; financial planning and advisory services; financial asset management; financial planning for retirement; financial counseling services

'advisori':22 'agenc':5 'asset':25 'brokerag':7 'consult':17 'counsel':32 'financi':15,19,24,27,31 'inform':14 'insur':1,4,9,13 'invest':16 'manag':26 'name':3,11 'plan':20,28 'provid':12 'retir':30 'servic':2,8,10,18,23,33

Software as a service featuring software for family financial management, namely, to facilitate financial control, auditing, and to allow communication between users

'allow':19 'audit':16 'communic':20 'control':15 'facilit':13 'famili':8 'featur':5 'financi':9,14 'manag':10 'name':11 'servic':4 'softwar':1,6 'user':22

Downloadable software for family financial management, namely, to facilitate financial control, auditing, and to allow communication between users

'allow':15 'audit':12 'communic':16 'control':11 'download':1 'facilit':9 'famili':4 'financi':5,10 'manag':6 'name':7 'softwar':2 'user':18

CHIME

Owners

Goods & Services