U.S. federal trademark · Serial No. 99548658
Financial planning; Financial planning and investment advisory services; Investment management; Estate planning; Providing information in the field of estate planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement
Tax consultation; Philanthropy consultation relating to taxation planning; Tax planning; Tax preparation; Tax and taxation planning, advice, information and consultancy services; Business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.