U.S. federal trademark · Serial No. 75827234
financial services, namely, personal financial analysis and consultation; personal financial analysis and consultation via global computer networks, financial planning and portfolio management, all of the above designed to aid individuals and families in analyzing and structuring their personal finances; providing information in the fields of finance, investment, money and banking, retirement planning, estate planning and wills, taxes, real estate, family budgeting and purchasing by means of a global computer network; providing financial calculation and analysis services and investment portfolio management by means of a global computer network; providing information for aiding individuals and families in analyzing and structuring their personal finances; providing information by allowing an individual to integrate personal and financial goals together with financial data in order to outline investment strategies; providing information which allows a consumer to be matched with businesses which are appropriate for obtaining her/his financial goals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.