U.S. federal trademark · Serial No. 98436303 · Reg. No. 7667900
Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Estate planning; Financial advice relating to tax; Financial advisory and consultancy services; Financial analysis; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consulting; Financial planning; Financial planning, namely, family continuity planning, and estate trust planning; Financial planning in the field of child education savings plans; Financial risk assessment services; Investment advisory services; Investment consultation; Investment management; Financial services, namely, estate settlement services; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.