U.S. federal trademark · Serial No. 98737507 · Reg. No. 7964296
Auditing of financial statements; Tax advisory services; Tax consultation; Preparation of financial statements
Annuity services, namely, account and investment administration; Estate planning; Financial consulting; Financial planning; Financial services, namely, investment fund transfer and transaction services; Financial advisory services; Financial consultancy services; Insurance consultancy; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Mutual funds and capital investment; Financial advice, namely, budget planning; Financial planning for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.