GREENUP

Owners

Goods & Services

Credit and financial consultation; Estate planning; Fiduciary services, namely, fiduciary representative services; Financial planning; Financial retirement plan consulting services; Insurance consultancy; Investment management; Financial investment analysis and stock research; Financial portfolio management; Financial risk management; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment risk assessment services; Providing information and research in the field of finance and financial investments; Financial advisory services, namely, providing commentary in the field of finance, financial investments and financial valuations regarding investment management, tax management, wealth management, financial planning, estate planning, and insurance advisory

Educational services, namely, providing on-line podcasts, blog posts, presentations, and newsletters in the field of investment management, tax management, wealth management, financial planning, estate planning, and insurance advisory

Tax advisory services; Tax consultation; Tax preparation