U.S. federal trademark · Serial No. 85178921 · Reg. No. 4147405
Financial planning and investment advisory services; financial services, namely, wealth management services; estate planning; insurance information and consultancy; financial planning for retirement; Capital investment services; Lending consultant services; Charitable and philanthropic services, namely, financial advice, strategies and management of assets
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.