U.S. federal trademark · Serial No. 87217600
Estate planning; Financial analysis and consultation; Insurance brokerage services; Investment advice; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Information, advisory, consultancy and research services relating to finance and investments
Income tax consultation; Income tax preparation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.