U.S. federal trademark · Serial No. 99131272
Financial analysis; Financial planning; Financial advice; Financial advice, namely, budget planning; Financial consultancy; Financial consultation in the field of environmental planning for advising business and individuals on issues of portfolio planning and investment planning; Financial planning for retirement; Financial planning and investment advisory services; Mutual fund planning services; Financial planning, namely, creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, providing an investment option available for variable annuity and variable life insurance products; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.