U.S. federal trademark · Serial No. 99369249
Financial advice, namely, budget planning; Financial planning for retirement; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Investment advice; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.