U.S. federal trademark · Serial No. 98561360 · Reg. No. 7766204
Estate planning; Estate trust management; Estate trust planning; Financial management; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial trust planning; Financial asset management; Financial portfolio management; Lending consultant services; Mortgage lending; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Providing information in the field of wealth management; Trust management accounts; Trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.