U.S. federal trademark · Serial No. 87547128 · Reg. No. 5407156
Financial advice; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial planning and investment advisory services
Financial records management; Preparation of reports relating to finance and investments; Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.