U.S. federal trademark · Serial No. 98737257
Financial advisory and consultancy services, namely, providing wealth management services and investment advisory services; tax planning services, estate planning services and financial planning for retirement; planning for philanthropic giving and insurance planning services; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities and investment of funds of others; financial risk management consultation; providing counseling and consulting in the field of field of property and casualty, life and health insurance.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.