U.S. federal trademark · Serial No. 88219028
Managing qualified funds distribution; charitable giving planning; charitable giving consulting; charitable giving advisory services; developing and managing charitable giving distributions; financial advisory services; financial custodian services; financial consulting services; financial planning services; financial management services; financial administration of retirement plans; tax planning services; tax consulting services; retirement planning services; retirement consulting services; individual retirement account services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.