U.S. federal trademark · Serial No. 88130766
Business planning
Estate planning; Financial advisory and consultancy services, namely, financial portfolio management and portfolio design; Financial advisory and consultancy services, namely, cash flow management; Financial management; Financial planning for retirement; Financial portfolio management; Financial risk management; Financial services, namely, wealth management services; Insurance consultation; Investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.