PURE ADVISORY GROUP

Owner

Goods & Services

Tax planning, namely, tax consultation, managing tax preparation and filing by others, management of tax files, tax advisory services, tax and taxation planning, advice, information, and consultancy services, tax assessment; Risk management services, namely, providing second opinion analysis of broker recommendations, existing financial plans, and financial products; Providing stock/securities market information, namely, providing information pertaining to investors who qualify to purchase certain types of securities; Providing on-line stored value accounts in an electronic environment and investment fund transfer and transaction services, namely, providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Assisting others with the completion of financial transactions, namely, managing and coordinating professionals, including CFPs, CPAs, estate and tax attorneys, money managers, and tax preparers