U.S. federal trademark · Serial No. 85879587 · Reg. No. 4561137
[ Tax planning services ]
Banking services; financial services, namely, providing insight and strategy concerning financial decisions and wealth planning, providing information and analysis relating to financial issues in retirement including investment and planning, and financial consultation and analysis; financial management services; investment advisory services; financial advisory services; estate planning services; investment research services; and financial asset management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.