U.S. federal trademark · Serial No. 85934115 · Reg. No. 4569564
Insurance consultation; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, and real estate loan financing; financial planning, financial analysis and consultation; fixed income management; financial valuation of business enterprises; financial services, namely, wealth management services in the nature of investment consultation and investment advisory services, retirement planning, estate planning and 401(k) investment services; financial risk management services; administration of employee benefit plans concerning finance, namely, administration and consultation involving employee benefit plans relating to employee stock option plans, profit sharing plans, and 401(k) plans; design of employee financial and insurance benefit plans, namely, employee stock option plans, profit sharing plans, 401(k) plans, medical reimbursement plans, financial fringe benefit plans; financial due diligence in connection with mergers and acquisitions
Accounting services; financial statement preparation and analysis, namely, audit, review or compilation of financial statements; economic forecasting, namely, preparation of forecasts; business and account auditing services; internal business audit services; tax preparation and consulting services in the field of tax preparation; business management consulting services, namely, human resource consulting, business planning services, business succession consulting, business continuation consulting; business appraisals; executive search services; business consultancy services, namely, cost segregation studies, forensic accounting and business investigation and consultation services; acquisition and merger consultation
Litigation support services; litigation consultancy services relating to forensic accounting and expert witness services
Information technology (IT) consulting services relating to SAS 70 audits, information technology audits, software selection and installation, network services, and general management of information technology systems; providing online non-downloadable computer software for performing financial calculations and analysis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.