U.S. federal trademark · Serial No. 97195335 · Reg. No. 8300020
Advice on finance during retirement for individuals; Financial services, namely, wealth management services for individuals; Financial planning and investment advisory services for individuals; Financial planning for retirement for individuals; Information, advisory, consultancy and research services relating to finance and investments for individuals; none of the foregoing services shall include financial management of residential and commercial properties, offices and office space, and real estate
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