U.S. federal trademark · Serial No. 85886085
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, personal financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.