U.S. federal trademark · Serial No. 97561827 · Reg. No. 7043018
Estate trust planning; estate trust management; financial trust administration; financial services, namely, wealth management services; investment management; financial advice and consultancy services; financial asset management; financial management in the field of business investments and employee benefit plans; financial planning for retirement; financial administration of retirement plans; financial retirement plan consulting services; financial planning, namely, creating personalized strategies to achieve financial independence
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.