BETHPAGE FEDERAL CREDIT UNION logo

BETHPAGE FEDERAL CREDIT UNION

44 Marks
Federally Chartere…
First Filed:Sep 16, 1974Latest Filed:Jan 14, 2025Address:899 S. Oyster Bay Road, Bethpage, NY 11714, US

Portfolio Overview

Previous
5

Top Classes

Class 36
Insurance, Financial Services & Real Estate
39(89%)
Class 35
Advertising, Business Services & Retail
19(43%)
Class 41
Education and Entertainment
14(32%)

TTAB Proceedings

Total Proceedings
12
As Plaintiff
0(0%)
As Defendant
12(100%)

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Trademark Activity Timeline(1981 – 2026)

Trademark Portfolio

49 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
98961400
98961400
Service Mark
Design
PENDING
Owner:
Serial:98961400
Filed:Jan 14, 2025
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Charitable services, namely, organizing and conducting volunteer programs and community service projects
98961390
98961390
Service Mark
Design
PENDING
Owner:
Serial:98961390
Filed:Jan 14, 2025
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Charitable services, namely, organizing and conducting volunteer programs and community service projects
FOUR LEAF FINANCIAL GROUP
FOUR LEAF FINANCIAL GROUP
Service Mark
Combined
PENDING
Owner:
Serial:98961369
Filed:Jan 14, 2025
Classes:36
Goods & Services
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; "FINANCIAL GROUP"
FOUR LEAF FINANCIAL GROUP
FOUR LEAF FINANCIAL GROUP
Service Mark
Combined
PENDING
Owner:
Serial:98961362
Filed:Jan 14, 2025
Classes:36
Goods & Services
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; "FINANCIAL GROUP"
FOUR LEAF FINANCIAL GROUP
FOUR LEAF FINANCIAL GROUP
Service Mark
Combined
PENDING
Owner:
Serial:98961377
Filed:Jan 14, 2025
Classes:36
Goods & Services
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; "FINANCIAL GROUP"
FOURLEAF FINANCIAL GROUP
FOURLEAF FINANCIAL GROUP
Service Mark
Word
REGISTERED
Owner:
Serial:98961383
Filed:Jan 14, 2025
Classes:36
Registration:8246680
Registered:May 5, 2026
Goods & Services
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services
FOUR LEAF FEDERAL CREDIT UNION
FOUR LEAF FEDERAL CREDIT UNION
Service Mark
Combined
PENDING
Owner:
Serial:98944411
Filed:Jan 8, 2025
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Financial portfolio analysis services; Credit unions; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, money lending; Capital investment services; Investment services, namely, asset acquisition, consultation, development and management services; Credit union services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Banking and financing services; Insurance brokerage services; Banking services; Charitable services, namely, organizing and conducting volunteer programs and community service projects; "FEDERAL CREDIT UNION"
FOUR LEAF
FOUR LEAF
Service Mark
Combined
PENDING
Owner:
Serial:98804091
Filed:Oct 16, 2024
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Charitable services, namely, organizing and conducting volunteer programs and community service projects
FOUR LEAF
FOUR LEAF
Service Mark
Combined
PENDING
Owner:
Serial:98804093
Filed:Oct 16, 2024
Classes:36
Goods & Services
Credit union services; Credit unions
FOUR LEAF
FOUR LEAF
Service Mark
Combined
PENDING
Owner:
Serial:98804085
Filed:Oct 16, 2024
Classes:36
Goods & Services
Credit union services; Credit unions
FOUR LEAF
FOUR LEAF
Service Mark
Combined
PENDING
Owner:
Serial:98804106
Filed:Oct 16, 2024
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Charitable services, namely, organizing and conducting volunteer programs and community service projects
FOUR LEAF
FOUR LEAF
Service Mark
Combined
PENDING
Owner:
Serial:98804100
Filed:Oct 16, 2024
Classes:36
Goods & Services
Credit union services; Credit unions
FOUR LEAF
FOUR LEAF
Service Mark
Combined
PENDING
Owner:
Serial:98804094
Filed:Oct 16, 2024
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Charitable services, namely, organizing and conducting volunteer programs and community service projects
#MLAW
#MLAW
Service Mark
Word
PENDING
Owner:
Serial:98804109
Filed:Oct 16, 2024
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Charitable services, namely, organizing and conducting volunteer programs and community service projects
#MONEYLIKEAWOMAN
#MONEYLIKEAWOMAN
Service Mark
Word
PENDING
Owner:
Serial:98804112
Filed:Oct 16, 2024
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Charitable services, namely, organizing and conducting volunteer programs and community service projects
A NEW WAY TO MONEY
A NEW WAY TO MONEY
Service Mark
Word
ABANDONED
Owner:
Serial:98694298
Filed:Aug 12, 2024
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Charitable services, namely, organizing and conducting volunteer programs and community service projects
MONEY LIKE A WOMAN MOVEMENT
MONEY LIKE A WOMAN MOVEMENT
Service Mark
Word
ABANDONED
Owner:
Serial:98631881
Filed:Jul 3, 2024
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Charitable services, namely, organizing and conducting volunteer programs and community service projects
FOURLEAF
FOURLEAF
Service Mark
Word
PENDING
Owner:
Serial:98624654
Filed:Jun 28, 2024
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Charitable services, namely, organizing and conducting volunteer programs and community service projects
FOURLEAF
FOURLEAF
Service Mark
Word
REGISTERED
Owner:
Serial:98624628
Filed:Jun 28, 2024
Classes:36
Registration:8234249
Registered:Apr 28, 2026
Goods & Services
Credit union services; Credit unions
FOURLEAF FEDERAL CREDIT UNION
FOURLEAF FEDERAL CREDIT UNION
Service Mark
Word
PENDING
Owner:
Serial:98624656
Filed:Jun 28, 2024
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Charitable services, namely, organizing and conducting volunteer programs and community service projects; "FEDERAL CREDIT UNION"
FOURLEAF FEDERAL CREDIT UNION
FOURLEAF FEDERAL CREDIT UNION
Service Mark
Word
REGISTERED
Owner:
Serial:98624718
Filed:Jun 28, 2024
Classes:36
Registration:8234250
Registered:Apr 28, 2026
Goods & Services
Credit union services; Credit unions; "FEDERAL CREDIT UNION"
FOURLEAF FINANCIAL
FOURLEAF FINANCIAL
Service Mark
Word
PENDING
Owner:
Serial:98624898
Filed:Jun 28, 2024
Classes:36
Goods & Services
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; "FINANCIAL"
BETHPAGE FINANCIAL EDUCATION PROGRAM MY MONEY 101
BETHPAGE FINANCIAL EDUCATION PROGRAM MY MONEY 101
Service Mark
Combined
CANCELLED
Owner:
Serial:87903978
Filed:May 2, 2018
Classes:41
Registration:5580907
Registered:Oct 9, 2018
Goods & Services
Education services, namely, providing tutoring in the field of finance; educational services, namely, conducting programs in the field of finance; "FINANCIAL EDUCATION PROGRAM" AND "MONEY 101"
BETHPAGE FINANCIAL EDUCATION PROGRAM MY MONEY 101
BETHPAGE FINANCIAL EDUCATION PROGRAM MY MONEY 101
Service Mark
Combined
CANCELLED
Owner:
Serial:87903968
Filed:May 2, 2018
Classes:41
Registration:5580906
Registered:Oct 9, 2018
Goods & Services
Education services, namely, providing tutoring in the field of finance; educational services, namely, conducting programs in the field of finance; "FINANCIAL EDUCATION PROGRAM" AND "MONEY 101"
BETHPAGE B
BETHPAGE B
Service Mark
Combined
REGISTERED
Owner:
Serial:87791648
Filed:Feb 9, 2018
Classes:35, 36
Registration:5574673
Registered:Oct 2, 2018
Goods & Services
Banking services; banking and financing services; financial services, namely, money lending; Charitable services, namely, organizing and conducting volunteer programs and community service projects
INSURANCE AGENCY OF BETHPAGE AT BETHPAGE FEDERAL CREDIT UNION B
INSURANCE AGENCY OF BETHPAGE AT BETHPAGE FEDERAL CREDIT UNION B
Service Mark
Combined
REGISTERED
Owner:
Serial:87791642
Filed:Feb 9, 2018
Classes:36
Registration:5574672
Registered:Oct 2, 2018
Goods & Services
Insurance brokerage services; "INSURANCE AGENCY" AND "FEDERAL CREDIT UNION"
BETHPAGE FEDERAL CREDIT UNION B
BETHPAGE FEDERAL CREDIT UNION B
Service Mark
Combined
REGISTERED
Owner:
Serial:87702910
Filed:Nov 30, 2017
Classes:35
Registration:5503109
Registered:Jun 26, 2018
Goods & Services
Class 035: Charitable services, namely, organizing and conducting volunteer programs and community service projects
BETHPAGE B FINANCIAL GROUP
BETHPAGE B FINANCIAL GROUP
Service Mark
Combined
REGISTERED
Owner:
Serial:87676597
Filed:Nov 8, 2017
Classes:36
Registration:5549121
Registered:Aug 28, 2018
Goods & Services
Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; "FINANCIAL GROUP"
BETHPAGE B FINANCIAL GROUP
BETHPAGE B FINANCIAL GROUP
Service Mark
Combined
REGISTERED
Owner:
Serial:87676596
Filed:Nov 8, 2017
Classes:36
Registration:5549120
Registered:Aug 28, 2018
Goods & Services
Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; "FINANCIAL GROUP"
INSURANCE AGENCY OF BETHPAGE AT BETHPAGE FEDERAL CREDIT UNION B
INSURANCE AGENCY OF BETHPAGE AT BETHPAGE FEDERAL CREDIT UNION B
Service Mark
Combined
REGISTERED
Owner:
Serial:86903477
Filed:Feb 10, 2016
Classes:36
Registration:5048695
Registered:Sep 27, 2016
Goods & Services
"INSURANCE AGENCY OR FEDERAL CREDIT UNION"
WE CARE ABOUT WHAT'S IMPORTANT TO YOU
WE CARE ABOUT WHAT'S IMPORTANT TO YOU
Service Mark
Word
ABANDONED
Owner:
Serial:86895529
Filed:Feb 3, 2016
Classes:35
WE CARE ABOUT WHAT YOU CARE ABOUT
WE CARE ABOUT WHAT YOU CARE ABOUT
Service Mark
Word
REGISTERED
Owner:
Serial:86895524
Filed:Feb 3, 2016
Classes:35, 36
Registration:5056311
Registered:Oct 4, 2016
Goods & Services
Charitable services, namely, organizing and conducting volunteer programs and community service projects | Banking services; Banking and financing services; Financial services, namely, money lending
BETHPAGE B
BETHPAGE B
Service Mark
Combined
REGISTERED
Owner:
Serial:86839592
Filed:Dec 4, 2015
Classes:35, 36
Registration:5048320
Registered:Sep 27, 2016
Goods & Services
Charitable services, namely, organizing and conducting volunteer programs and community service projects | Banking and financing services; Banking services; Financial services, namely, money lending
B THE HEART OF BETHPAGE BETHPAGE FEDERAL CREDIT UNION
B THE HEART OF BETHPAGE BETHPAGE FEDERAL CREDIT UNION
Service Mark
Combined
CANCELLED
Owner:
Serial:86839542
Filed:Dec 4, 2015
Classes:35
Registration:5057795
Registered:Oct 11, 2016
Goods & Services
"FEDERAL CREDIT UNION"
BETHPAGE FEDERAL CREDIT UNION B
BETHPAGE FEDERAL CREDIT UNION B
Service Mark
Combined
REGISTERED
Owner:
Serial:86837392
Filed:Dec 2, 2015
Classes:35, 36
Registration:5048309
Registered:Sep 27, 2016
Goods & Services
Class 035: Charitable services, namely, organizing and conducting volunteer programs and community service projects; Class 036: Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, money lending; Investment services, namely, asset acquisition, consultation, development and management services
BUILT TO GIVE YOU MORE
BUILT TO GIVE YOU MORE
Service Mark
Word
CANCELLED
Owner:
Serial:85969413
Filed:Jun 25, 2013
Classes:36
Registration:4657064
Registered:Dec 16, 2014
B BETHPAGE FINANCIAL SERVICES
B BETHPAGE FINANCIAL SERVICES
Service Mark
Combined
CANCELLED
Owner:
Serial:76438739
Filed:Aug 8, 2002
Classes:36
Registration:2755634
Registered:Aug 26, 2003
Goods & Services
BANKING SERVICES; "BETHPAGE FINANCIAL SERVICES"
BANKING AMONG FRIENDS
BANKING AMONG FRIENDS
Service Mark
Word
CANCELLED
Owner:
Serial:76353430
Filed:Dec 26, 2001
Classes:36
Registration:2631547
Registered:Oct 8, 2002
Goods & Services
BANKING SERVICES
BETHPAGE FEDERAL CREDIT UNION
BETHPAGE FEDERAL CREDIT UNION
Service Mark
Combined
CANCELLED
Owner:
Serial:76353049
Filed:Dec 26, 2001
Classes:36
Registration:2712938
Registered:May 6, 2003
Goods & Services
BANKING SERVICES; "BETHPAGE FEDERAL CREDIT UNION"
BFCU
BFCU
Service Mark
Combined
CANCELLED
Owner:
Serial:73673407
Filed:Jul 20, 1987
Classes:36
Registration:1479014
Registered:Mar 1, 1988
Goods & Services
Class 036: BANKING SERVICES
73305689
73305689
Service Mark
Design
CANCELLED
Owner:
Serial:73305689
Filed:Apr 13, 1981
Classes:36
Registration:1230279
Registered:Mar 8, 1983
Goods & Services
Banking Services-Namely, Automated Teller Services
SAFECARD
SAFECARD
Service Mark
Word
CANCELLED
Owner:
Serial:73305663
Filed:Apr 13, 1981
Classes:36
Registration:1227780
Registered:Feb 15, 1983
Goods & Services
Banking Services-Namely, Automated Teller Services
THE SAFE
THE SAFE
Service Mark
Word
CANCELLED
Owner:
Serial:73305532
Filed:Apr 13, 1981
Classes:36
Registration:1339453
Registered:Jun 4, 1985
Goods & Services
Banking Services-Namely, Automated Teller Services
73032235
73032235
Service Mark
Design
EXPIRED
Owner:
Serial:73032235
Filed:Sep 16, 1974
Classes:36
Registration:1035010
Registered:Mar 2, 1976
Goods & Services
CREDIT UNION
98961389
98961389
Service Mark
Design
Previous
PENDING
Owner:
Serial:98961389
Filed:Jan 14, 2025
Classes:36
Goods & Services
Credit union services; Credit unions
98961394
98961394
Service Mark
Design
Previous
PENDING
Owner:
Serial:98961394
Filed:Jan 14, 2025
Classes:36
Goods & Services
Credit union services; Credit unions
FOUR LEAF FEDERAL CREDIT UNION
FOUR LEAF FEDERAL CREDIT UNION
Service Mark
Combined
Previous
PENDING
Owner:
Serial:98944391
Filed:Jan 8, 2025
Classes:36
Goods & Services
Credit union services; Credit unions; "FEDERAL CREDIT UNION"
LET'S MONEY TOGETHER
LET'S MONEY TOGETHER
Service Mark
Word
Previous
PENDING
Owner:
Serial:98694307
Filed:Aug 12, 2024
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Charitable services, namely, organizing and conducting volunteer programs and community service projects
MONEY LIKE A WOMAN
MONEY LIKE A WOMAN
Service Mark
Word
Previous
PENDING
Owner:
Serial:98631878
Filed:Jul 3, 2024
Classes:35, 36, 41
Goods & Services
Education services, namely, providing tutoring in the field of finance; Educational services, namely, conducting programs in the field of finance; Banking and financing services; Banking services; Capital investment services; Charitable services, namely, providing financial sponsorship of academic programs, scholarships, nonprofit organizations, community development projects, and local businesses; Credit union services; Credit unions; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, money lending; Insurance brokerage services; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Charitable services, namely, organizing and conducting volunteer programs and community service projects