U.S. federal trademark · Serial No. 78508008 · Reg. No. 3111279
Financial planning services; estate planning services; business pension valuation services; investment advice; risk management services; financial due diligence services for mergers and acquisitions; financial management namely money management of the personal finances of others
Accounting services; accounting advisory services; tax service, namely tax filing services, tax advisory services; tax and taxation planning, advice, information and consulting services; strategic tax planning; business auditing services; account auditing and business auditing services; business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.