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Class 035: Accountancy services; Accounting consultation; Accounting for third parties; Accounting services; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax filing services; Tax preparation; Tax preparation services provided via telephone, internet, and in person; Administrative accounting; Business information and accounting advisory services; Business management consultation and services, namely, managing and administering non-core functions, namely, mailing and shipping, records management, information services, administration, payroll and accounting, and telemarketing services; Consulting and information concerning accounting; Consulting services, namely, expert analysis and management consulting in economics and accounting; Income tax consultation; Income tax preparation; Management of tax files
Class 036: Financial advice; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and consultation; Financial asset management; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial investment brokerage services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial research and information services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance agency and brokerage; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Insurance and financial information and consultancy services; Life insurance brokerage; Providing financial information; Providing investors with financial information; Strategic financial advisory services
Class 036: FINANCIAL SERVICES, NAMELY, FINANCIAL MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, FINANCIAL CONSULTATION IN THE FIELD OF EXECUTIVE COMPENSATION AND ASSET MANAGEMENT; FINANCIAL CONSULTATION SERVICES; LIFE INSURANCE BROKERAGE; INVESTMENT SERVICES, NAMELY, INVESTMENT CONSULTATION, INVESTMENT BROKERAGE AND INVESTMENT OF FUNDS FOR OTHERS
Financial services, namely, providing consultation and assistance regarding retirement accounts and plans, transfers/rollovers to retirement accounts, personal savings accounts, life insurance, wills and estate planning, gift planning and annuities, obtaining loans for the purpose of making purchases, undertaking construction or remodeling, refinancing, or establishing a credit line, capital stewardship campaigns, investing, stewardship, ministry investment accounts, property and casualty insurance, establishing and funding trusts, endowments, donor advised funds, wealth management, and asset protection; "FINANCIAL"
Financial services, namely, providing consultation and assistance regarding retirement accounts and plans, transfers/rollovers to retirement accounts, personal savings accounts, life insurance, wills and estate planning, gift planning and annuities, obtaining loans for the purpose of making purchases, undertaking construction or remodeling, refinancing, or establishing a credit line, capital stewardship campaigns, investing, stewardship, ministry investment accounts, property and casualty insurance, establishing and funding trusts, endowments, donor advised funds, wealth management, and asset protection
Class 042: Platform as a service (PAAS) featuring computer software platforms for using artificial intelligence to help physicians obtain insurance company reimbursements
Financial services, namely, providing student education loans; servicing, origination and disbursement of loans; and providing student loan, financial aid and scholarship information and consultation to students, parents, financial aid professionals, financial institutions, schools and guidance counselors
Business consulting services in the field of business performance, risk analysis, quality assurance and testing consulting; Managed service provider (MSP) services, namely, design of information technology infrastructure for others for the financial industry; Application development services in the nature of computer application software development; Application management services, namely, maintenance, technical support in the nature of troubleshooting computer software problems, design, enhancement in the nature of improving reliability, performance and security, upgrading and development of computer application software of others; Technical support services, namely, technology infrastructure, computer software platform, and computer software management in the nature of support request handling, incident management, incident triaging, defect resolution, workaround design, call handling, and troubleshooting services, all being help desk services relating to software; Consulting services to financial organizations for optimizing the use of software and software platforms; Cloud computing services, namely, cloud computing featuring software for providing virtual computer systems and virtual computer environments through cloud computing; Consulting services in the field of cloud computing; Software as a service (SAAS) services featuring software for assisting organizations in achieving operational efficiency and strategic objectives through the use of software and software platforms; Platform as a service (PAAS) featuring computer software platforms for creating, managing, and deploying cloud computing infrastructure services; Platform as a service (PAAS) featuring computer software platforms for data management, database management, business intelligence, analytics, flows, automations, journeys, business processes, microservices, task automation, artificial intelligence and machine learning, application programming interface (API) management and managed integrations, customer relationship management (CRM) solutions, and content creation, publication, support and hosting; Software as a service (SAAS) services featuring software for performance management, revenue opportunity identification, profitability gap analysis, process and operations improvement, customer acquisition and expansion, compiling and analyzing business intelligence, analytics, application programming interface (API) management and managed integrations, and customer relationship management (CRM) solutions; Software as a Service (SAAS) services featuring software for use in digital engagement, business process automation, task automation, customer experience, commerce, accounting, core financial applications, pricing and rating, risk assessment, core insurance applications, billing and revenue management, marketing automation, customer relationship management, customer service management, customer acquisition, onboarding and distribution management in the financial industry; business technology software consultation services; IT consulting services relating to installation, maintenance and repair of computer software
Electronic processing of insurance claims and payment data; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries; Administration, billing and reconciliation of accounts on behalf of others; Business consulting services in the field of healthcare and insurance for the purpose of revenue management and payment management; Business data analysis services in the field of healthcare and insurance; "FINANCIAL"; Platform as a service (PAAS) featuring computer software platforms for the purpose of revenue management in the field of healthcare and insurance; Platform as a service (PAAS) featuring computer software platforms for the purpose of automating premium bills and payments and for processing payments; Platform as a service (PAAS) featuring computer software platforms for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management, and payment management for health care providers; Platform as a service (PAAS) featuring computer software platforms for performing reconciliation, managing delinquencies and producing reports; Platform as a service (PAAS) featuring computer software platforms for purpose of invoice generation, payment and reconciliation for multiple products in a health plan driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for automating premium bills and payments and for processing payments; Software as a service (SAAS) services featuring software for the purpose of revenue management and payment management in the field of healthcare insurance; Software as a service (SAAS) services featuring software for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management and payment management for health care providers; Software as a service (SAAS) services featuring software for the purpose of invoice generation, payments and reconciliation for multiple products in a health plan, driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for performing reconciliation, managing delinquencies and producing reports
Class 036: Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, advising others regarding intellectual property investments
Class 035: Bringing together outside vendors, namely, non-financial products, vendors that are other financial institutions, and vendors of financial products such as insurance and securities, with credit union members so that the two parties may negotiate and consummate transactions; Endorsing a product or service of others, negotiating group discounts on behalf of credit union members; Offering third party products and services to credit union members through credit union marketing, account statements and receipts; Administrative services, namely, database management and billing on behalf of vendors to facilitate transactions between credit union members and other financial institutions; Class 036: Credit union services; Financial counseling services, namely, helping others build a better working relationship with their money; Advice relating to investments
Class 035: Bringing together outside vendors, namely, non-financial products, vendors that are other financial institutions, and vendors of financial products such as insurance and securities, with credit union members so that the two parties may negotiate and consummate transactions; Endorsing a product or service of others, negotiating group discounts on behalf of credit union members; Offering third party products and services to credit union members through credit union marketing, account statements and receipts; Administrative services, namely, database management and billing on behalf of vendors to facilitate transactions between credit union members and other financial institutions; Class 036: Credit union services; Financial counseling services, namely, helping others build a better working relationship with their money; Advice relating to investments
Class 035: Bringing together outside vendors, namely, non-financial products, vendors that are other financial institutions, and vendors of financial products such as insurance and securities, with credit union members so that the two parties may negotiate and consummate transactions; Endorsing a product or service of others, negotiating group discounts on behalf of credit union members; Offering third party products and services to credit union members through credit union marketing, account statements and receipts; Administrative services, namely, database management and billing on behalf of vendors to facilitate transactions between credit union members and other financial institutions; Class 036: Credit union services; Financial counseling services, namely, helping others build a better working relationship with their money; Advice relating to investments
Class 036: Financial consulting services, namely, expert analysis in finance; Class 041: Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the fields of leadership development, social development, career development, professional development, personal development, financial literacy, and time management
Class 036: Financial advisory and consultancy services, namely, providing life insurance advisory and consultancy; Financial consultancy; Financial planning for retirement; Insurance consulting in the field of life insurance
Class 036: ATM banking services; check cashing; gift card transaction processing services; financial services, namely, providing an internet website portal in the field of financial transaction and payment processing services; issuing private label credit cards; all of the foregoing excluding financial investment services; all of the foregoing services provided at or in connection with retail store operations of the owner of the mark, its licensees and assigns; and none of the foregoing pertaining to financial services specifically directed to providers or consumers of surgical or non-surgical cosmetic procedures
Class 036: (Based on Use) Mortgage brokerage services; Reverse mortgage brokerage services; Mortgage financing services; Financial services, namely, mortgage refinancing; Mortgage lending; Loan origination services; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities (Based on Intent to Use) Financial planning and investment advisory services; Financial advisory services; Financial research and information services; Financial advisory and consultancy services, namely, providing advisory services in the field of mortgages and loans; Financial services, namely, loan default mitigation services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Financial services, namely, mortgage planning