Providing temporary use of an online non-downloadable software platform for enabling users to connect with financial professionals, namely, certified public accountants, investment consultants, tax professionals, financial analysts, and estate planners

'account':23 'analyst':29 'certifi':21 'connect':16 'consult':25 'download':9 'enabl':13 'estat':31 'financi':18,28 'invest':24 'name':20 'non':8 'non-download':7 'onlin':6 'planner':32 'platform':11 'profession':19,27 'provid':1 'public':22 'softwar':10 'tax':26 'temporari':2 'use':3 'user':14

ZOOM ADVISOR

Owner

Goods & Services