U.S. federal trademark · Serial No. 90260170
Financial advisory and consultancy services, namely, coordination, within a single account of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, healthcare planning; Financial planning, namely, estate planning; Financial retirement plan consulting services; Financial trust planning; Investment advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.