U.S. federal trademark · Serial No. 99883781
Banking services; financial advisory services; financial management; financial services, namely, wealth management services; financial advice; financial consulting; financial analysis; financial planning; financial planning for retirement; financial asset management; financial portfolio management; investment advice; investment management; consumer lending services; loan consultation services; financial advisory services, namely, creating a personalized budget and investment strategies for achieving personal financial goals; financial information services; providing information in the field of employee financial benefit plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.