U.S. federal trademark · Serial No. 76045131 · Reg. No. 2564772
Tax services, namely, tax consultation and tax preparation
Banking and financial services, namely, investment management, brokerage, fiduciary, trust and financial custody services; financial and estate planning, retirement, gift and financial distribution planning; annuity and life insurance brokerage and underwriting; administration of employee benefit plans; charitable foundation and endowment management and administration of private foundations; providing mortgage loans; providing loan services, namely consumer and commercial loan financing; and safe deposit services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.