U.S. federal trademark · Serial No. 99529251
Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial advice relating to retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial wealth management services; Financial services, namely, wealth management services; Investment consultancy; Investment advice; Investment management; Investment advisory services; Financial investment analysis and stock research; Advice relating to investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.