U.S. federal trademark · Serial No. 78205810 · Reg. No. 2935530
Tax consultation, planning and preparation
financial services, namely, financial analysis, management, planning and consultation, financial portfolio management, money management, asset management, debt counseling, stock option planning and investment advice and consultation, estate planning, retirement planning, education planning, namely, consultation regarding funding of higher education and availability of investment vehicles, insurance consultation and risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.