U.S. federal trademark · Serial No. 86474504 · Reg. No. 5273632
Tax preparation in the field of corporations, partnerships, individuals, fiduciaries, and retirement planning
Banking services; financial services, namely, checking and savings account services, financing loans for individual consumers and small businesses, and wealth management services; mortgage loan financing services; financial planning services; investment management, namely, management of 401k plans, Individual Retirement Accounts (IRAs), Roth and SEP accounts; administration of employee benefit plans concerning finance specifically relating to defined benefit and profit sharing plans; managing estate trusts, particularly, personal trust, revocable trusts, charitable foundation trusts self-directed custodial accounts for IRAs, employee benefit plans, agency accounts, personal trusts and estates
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.