SOUND RETIREMENT BLUEPRINT
Investment advisory services
Owned by: J. Biance Wealth Management, LLC
Serial Number: 87795760
RETIREMENT DESIGN SYSTEM
Filed: November 27, 2018
Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies…
Owned by: J. Biance Wealth Management, LLC
Serial Number: 88207475
SOUND RETIREMENT BLUEPRINT
Filed: January 14, 2019
Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and…
Owned by: J. Biance Wealth Management, LLC
Serial Number: 88261172
BREAKING GROUND
Filed: July 8, 2019
Financial planning; Financial advisory and consultancy services, namely, cash-flow management; Financial advisory and consultancy…
Owned by: J. Biance Wealth Management, LLC
Serial Number: 88504760
ID INHERITANCE DESIGN
Filed: July 8, 2019
Estate planning; Financial planning; Financial advisory and consultancy services, namely, inter-generational mentoring and…
Owned by: J. Biance Wealth Management, LLC
Serial Number: 88504789
J. BIANCE FINANCIAL
Filed: July 9, 2019
Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning…
Owned by: J. Biance Wealth Management, LLC
Serial Number: 88505724
J. BIANCE FINANCIAL
Filed: July 9, 2019
Financial advisory and consultancy services, namely, coordination with a single account of an investment portfolio and tax…
Owned by: J. Biance Wealth Management, LLC
Serial Number: 88506197
LIVE RETIREMENT RICHLY
Filed: February 27, 2020
Estate planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve…
Owned by: J. Biance Wealth Management, LLC
Serial Number: 88813949
CERTIFIED RETIREMENT ENGINEER
Filed: October 16, 2020
Financial advisory and consultancy services, namely, coordination, within a single account of an investment portfolio's…
Owned by: J. Biance Wealth Management, LLC
Serial Number: 90260170
