U.S. federal trademark · Serial No. 99172561
Tax planning services
Investment advisory services; investment management; financial planning and investment advisory services for individuals and entities, 401(k) and other ERISA plans, individual retirement accounts, and charitable giving and foundations; financial planning services, namely financial asset management, cash solutions in the nature of wealth management, tax strategies in the nature of financial advice relating to tax, long-term care and life insurance information and consultancy, student debt analysis and advisory services, mortgage analysis and planning; Business brokerage related consulting pertaining to business sales; investment fund management services in the field of stocks, bonds, options, mutual funds, ETFs, commodities, futures, and private securities
Personal services, namely, consultation in the field of divorce planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.