U.S. federal trademark · Serial No. 97575684 · Reg. No. 7350525
tax and taxation planning, advice, information and consultancy services
Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial planning; Financial planning for retirement; financial planning, namely, retirement and income planning; Investment advisory services; Investment advice in the field of retirement; Estate planning; Financial risk management; financial planning, namely, education planning; Investment management; Providing information in the field of employee retirement benefit plans; Debt management services; Providing a website featuring financial information and financial advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.