U.S. federal trademark · Serial No. 99533033 · Reg. No. 8323222
Financial planning for retirement; Financial planning and investment advisory services; Estate planning; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Tax and taxation planning, advice, information and consultancy services; Business succession planning; Business risk management; Business management consulting and advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.