U.S. federal trademark · Serial No. 90656376
Business consulting, management, planning and supervision; Business planning; Business strategic planning services; Business succession planning; Income tax consultation; Tax advisory services; Tax assessment; Tax consultation; Tax preparation; none of the foregoing relating to charitable foundation or philanthropic services, fundraising activities for charitable foundations, or educational services in the fields of politics, democracy, economics or citizenship
Financial analysis and consultation; Financial consultancy; Financial consulting; Financial planning consultation; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial advisory and consultancy services ; none of the foregoing relating to charitable foundation or philanthropic services, fundraising activities for charitable foundations, or educational services in the fields of politics, democracy, economics or citizenship
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.