U.S. federal trademark · Serial No. 77336872 · Reg. No. 4004208
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 portfolio analysis services; Financial portfolio management; Financial advisory and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.