U.S. federal trademark · Serial No. 88381170 · Reg. No. 6040334
Tax advisory and preparation services; tax and taxation planning, advice, information and consultancy services
Financial planning; Investment management; Investment advisory services; Financial advisory and consultancy services; Financial services, namely, wealth management services; Financial planning for retirement; Financial risk management; Estate planning; Insurance consultancy; Insurance information; Insurance agency and brokerage; Social security claim consulting services rendered to individuals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.