U.S. federal trademark · Serial No. 88594367 · Reg. No. 6167125
Financial analysis and planning; Wealth management services; estate trust management and planning; Investment consultancy; Insurance consultancy
Tax consultancy; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.