U.S. federal trademark · Serial No. 87749993 · Reg. No. 5639533
Financial planning, namely, the creation of personalized strategies to achieve financial independence; Investment advisory services; Financial services, namely, wealth management services; Financial planning for retirement; Advice relating to investments; Investment management; Financial investment brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.