U.S. federal trademark · Serial No. 88472654
Investment advisory services; Financial asset management; Financial planning and investment advisory services; Information, advisory, consultancy and research services relating to finance and investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Securities brokerage services; Insurance brokerage services; Insurance agencies; Insurance consultancy; Estate planning, not including legal advice; Estate trust planning, not including legal advice
Tax and taxation planning, advice, information and consultancy services, not including accounting professional advice; Tax planning strategies and tax guidance provided when in conjunction with a client's accountant
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.