U.S. federal trademark · Serial No. 98174136
personal tax planning services
Financial advisory services; financial planning and investment management; financial analysis and consultation; financial management; financial planning; financial portfolio management; investment advice; investment consultation; investment management; investment of funds for others; retirement planning, namely, advice on finance during retirement; financial planning for retirement; estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.