U.S. federal trademark · Serial No. 50036247
Financial planning; Financial planning consultation; Financial planning for retirement; Financial wealth management services; Investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.