U.S. federal trademark · Serial No. 99545184
Tax preparation; Tax planning; Tax and taxation planning, advice, information and consultancy services; Business management consulting and advisory services; Business strategic planning services; Business succession planning; Acquisition and merger consultation; Bookkeeping
Financial advisory services; Financial planning; Financial wealth management services; Investment advisory services; Financial planning for retirement; Estate planning; Estate trust planning; Financial risk management; Financial analysis and consultation; Financial valuation; Financial due diligence; Financial management relating to investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.