platform as a service (PAAS) services featuring computer software platform for use in financial analysis, financial investment counseling, financial planning, and investment counseling

'analysi':15 'comput':8 'counsel':18,23 'featur':7 'financi':14,16,19 'invest':17,22 'paa':5 'plan':20 'platform':1,10 'servic':4,6 'softwar':9 'use':12

providing on-line publications in the nature of news articles about personal finance and financial planning

'articl':11 'financ':14 'financi':16 'line':4 'natur':8 'news':10 'on-lin':2 'person':13 'plan':17 'provid':1 'public':5

matching consumers with professionals in the field of financial and investment services; business marketing services, namely, generating leads for financial advisors

'advisor':21 'busi':13 'consum':2 'field':7 'financi':9,20 'generat':17 'invest':11 'lead':18 'market':14 'match':1 'name':16 'profession':4 'servic':12,15

online financial planning and investment advisory services; financial planning consultation; providing financial consultation services to individuals; financial advisory and consultancy services

'advisori':6,18 'consult':10,13,20 'financi':2,8,12,17 'individu':16 'invest':5 'onlin':1 'plan':3,9 'provid':11 'servic':7,14,21

HQ

Owner

Goods & Services