U.S. federal trademark · Serial No. 50149318
Financial planning; Investment advisory services; Financial portfolio management; Financial wealth management services; Financial planning for retirement; Estate planning; Insurance consultation; Financial risk management; Financial analysis; Financial advisory and consultancy services; Financial planning, namely, tax planning, asset allocation, and personalized financial strategy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.