| A FAMILY OFFICE FOR YOUR FAMILY Mercer Advisors, Inc.
98021821 31 May 2023 | on 02 Jul 2024
| Tax consultation; Tax filing services; Tax preparation,Financial plann... Class 035 Class 035 Advertising, Business & Retail Services Financial planning and investment advisory services Class 036 Class 036 Insurance & Financial Services Tax consultation; Tax filing services; Tax preparation | | | ECONOMIC FREEDOM Mercer Advisors, Inc.
98021852 31 May 2023 | on 18 Jun 2024
| Estate planning; Financial planning; Financial planning consultation; ... Class 036 Class 036 Insurance & Financial Services Estate planning; Financial planning; Financial planning consultation; Financial services, namely, wealth management services; Investment management | | | A FAMILY OFFICE FOR REAL FAMILIES. Mercer Advisors, Inc.
87897925 27 Apr 2018 | on 07 Apr 2020
| Financial planning and investment advisory services,Tax consultation; ... Class 035 Class 035 Advertising, Business & Retail Services Financial planning and investment advisory services Class 036 Class 036 Insurance & Financial Services Tax consultation; Tax filing services; Tax preparation | | | WEALTHPATH MERCER ADVISORS, INC.
87551047 01 Aug 2017 | on 19 Jun 2018 | Low cost investment advising services, namely, financial consultation;... Class 036 Class 036 Insurance & Financial Services Low cost investment advising services, namely, financial consultation; low cost financial planning services; wealth management services; investment advising services, namely, financial consultation | | | HELPING CLIENTS ACHIEVE AND MAINTAIN FINANCIAL INDEPENDENCE MERCER ADVISORS INC.
78864740 19 Apr 2006 | on 24 Jun 2017
| Financial planning, namely the creation of personalized strategies to ... Class 036 Class 036 Insurance & Financial Services "financial independence" | | | KANALY MERCER ADVISORS, INC.
73403475 22 Nov 1982 | on 07 Oct 2014
| Educational Services-Namely, Conducting Seminars in the Fields of Inve... Class 041 Class 041 Education and Entertainment Services Educational Services-Namely, Conducting Seminars in the Fields of Investment Planning, Trust and Estate Planning, General Cash Flow Management and Insurance Analysis and Planning | | | KANALY MERCER ADVISORS, INC.
73403474 22 Nov 1982 | on 20 Sep 2014
| Personal Financial Counseling, Investment Management, Trust and Estate... Class 036 Class 036 Insurance & Financial Services Personal Financial Counseling, Investment Management, Trust and Estate Planning and Administration, General Cash Flow Management and Insurance Analysis and Planning Services | | | ASCEND GROUP Mercer Advisors, Inc.
97416539 18 May 2022 | on 21 Jun 2023 | Financial planning and investment advisory services; Investment manage... Class 035 Class 035 Advertising, Business & Retail Services Tax consultation; Tax filing services; Tax preparation Class 036 Class 036 Insurance & Financial Services Financial planning and investment advisory services; Investment management | | | INVESTING FOR LIFE. Mercer Advisors Inc.
86393735 12 Sep 2014 | on 07 Oct 2022 | Financial planning and investment advisory services Class 036 Class 036 Insurance & Financial Services Financial planning and investment advisory services | | | TRAUST SOLLUS MERCER ADVISORS INC.
85031445 06 May 2010 | on 03 Dec 2021 | Business consulting and information services; Tax and taxation plannin... Class 035 Class 035 Advertising, Business & Retail Services Business consulting and information services; Tax and taxation planning, advice, information and consultancy services Class 036 Class 036 Insurance & Financial Services Financial planning and investment advisory services; Investment advice; Investment management; Trust services, namely, investment and trust company services | |