U.S. federal trademark · Serial No. 86929699 · Reg. No. 5117682
tax planning and preparation services
Financial advisory and consulting services, namely, investment consultation, asset allocation in the nature of financial asset management, financial planning, financial risk management and asset protection in the nature of financial asset management; Financial services, namely, wealth management services, investment management services, and administration services, namely, financial administration of savings accounts, retirement plans, investment accounts, mutual funds, trust accounts and annuities
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