U.S. federal trademark · Serial No. 97127481 · Reg. No. 7311074
Financial consulting in the field of financial services;, namely, financial planning and investment advisory services; wealth management services; estate planning; family wealth consulting; 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; endowment consulting and investment management
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