3 Trademark Results found for "FINANCIAL CONCIERGE"

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FINANCIAL CONCIERGE*

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Details	Status	Class/Description
FINANCIAL CONCIERGE Financial Concierge Inc. 2093737 22 Mar 2021	SEARCHED on 4 Nov 2024	Business materials, namely letterhead, business cards, envelopes, addr... Class 016 Class 016 Paper Goods and Printed Material Business materials, namely letterhead, business cards, envelopes, address stickers; Promotional material namely pens and notepads, reports, newsletters, brochures and pamphlets in the field of financial planning, estate planning, estate administration, planning for real estate and other property holdings, income tax planning, insurance, risk management, legal information and compilations and preparation of financial and personal profile documents Class 035 Class 035 Advertising, Business & Retail Services Financial management services for seniors, namely reconciliation of bank and credit card statements, bill payments, investments, tax preparation services, establishing and maintaining financial record keeping database, submitting health, dental and medical insurance claims to insurers; Financial analysis for seniors, namely preparation of a financial profile; Estate Planning for Seniors, namely, the review of investments and insurance; Preparation of personal and financial profile compiling estate documents, final wishes, financial documents, personal documents necessary for estate administration, insurance documents, information on property holdings, service contracts, business or corporate documents into personalized loose-leaf binders ... Class 036 Insurance & Financial Services Financial management services for seniors, namely reconciliation of bank and credit card statements, bill payments, investments, tax preparation services, establishing and maintaining financial record keeping database, submitting health, dental and medical insurance claims to insurers; Financial analysis for seniors, namely preparation of a financial profile; Estate Planning for Seniors, namely, the review of investments and insurance; Financial management services; preparing financial and personal profiles for the purpose of estate administration Class 041 Education and Entertainment Services Educational services, namely, conducting classes, seminars and workshops relating to preparation of a financial and/or personal profile for estate planning and estate administration purposes, retirement, retirement planning, post-retirement planning, financial management and reconciliation of personal, financial, insurance, property interests and service agreements, and options for estate planning and estate administration, final wishes for personal and pet arrangements related to estate planning and estate administration Class 045 Personal & Legal & Social Services Estate planning for seniors, namely review and assistance in completion and safekeeping of Will, Personal Directive, and Power of Attorney; Services rendered to meet the needs of seniors, namely the organization of personal identification documents and the organization of financial documents; Trustee services, namely acting as an attorney under a Power of Attorney, Agent under a Personal Directive and Executor of an estate; Preparation of financial and personal profile for estate planning and estate administration purposes; referrals to trusted advisors for lawyers, accountants, insurance agents and financial advisors for estate planning and administration
FINANCIAL CONCIERGE SCUDDER TRUST COMPANY 898519 4 Dec 1998	EXPUNGED	Financial and investment services, namely, providing an automated on-l... Class 036 Class 036 Insurance & Financial Services Class 042 Class 042 Computer & Software Services & Scientific Services Financial and investment services, namely, providing an automated on-line computer service which responds to consumer inquiries in the field of finance and investment.
FINANCIAL CONCIERGE & DESIGN FINANCIAL CONCIERGE INC. 1886894 8 Mar 2018	REGISTERED on 26 Oct 2020	USB flash drives,Business materials, namely letterhead, business cards... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products USB flash drives Class 016 Class 016 Paper Goods and Printed Material Business materials, namely letterhead, business cards, envelopes, address stickers; Promotional material, namely pens and notepads. ... Class 035 Advertising, Business & Retail Services Advertising the goods and services of others via electronic media and specifically the internet. Class 036 Insurance & Financial Services Financial management services for seniors, namely reconciliation of bank and credit card statements, bill payments, investments, tax preparation services, establishing and maintaining financial record keeping database, submitting health, dental and medical insurance claims to insurers. Financial analysis for seniors, namely preparation of a financial profile. Estate Planning for Seniors, namely, the review of investments and insurance. Class 045 Personal & Legal & Social Services Estate planning for seniors, namely review and assistance in completion and safekeeping of Will, personal directive and power of attorney. Services rendered to meet the needs of seniors, namely the organization of personal identification documents and the organization of financial documents. Trustee services, namely acting as an attorney under power of attorney, agent under a personal directive and executor of an estate.

SEARCHED

on 4 Nov 2024

FINANCIAL CONCIERGE

Financial Concierge Inc.

2093737 · 22 Mar 2021

016

035

...

Business materials, namely letterhead, business cards, envelopes, addr...

EXPUNGED

FINANCIAL CONCIERGE

SCUDDER TRUST COMPANY

898519 · 4 Dec 1998

036

042

Financial and investment services, namely, providing an automated on-l...

REGISTERED

on 26 Oct 2020

FINANCIAL CONCIERGE & DESIGN

FINANCIAL CONCIERGE INC.

1886894 · 8 Mar 2018

009

016

...

USB flash drives,Business materials, namely letterhead, business cards...

Owners

Financial concierge inc. (1)

Scudder trust company (1)

Categories

Class 36 (3)

Class 16 (2)

Class 35 (2)

Class 45 (2)

Class 9 (1)

Class 41 (1)

Class 42 (1)

Correspondents

Gowling wlg (canada) llp (1)

James swanson (1)

Norman j.K. bishop (1)

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