U.S. federal trademark · Serial No. 99082449
Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning and investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.