U.S. federal trademark · Serial No. 99611542 · Reg. No. 8448034
Financial advisory and consultancy services regarding investment advisory services, retirement, income strategies, financial advice in the field of tax, wealth management services, IRA/401(k) rollovers, asset preservation strategies, and financial estate planning services
Tax advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.