U.S. federal trademark · Serial No. 98420123 · Reg. No. 8113304
Financial services, namely, wealth management services; Providing information in the field of employee financial benefit plans; Providing information in the field of estate planning
Accounting advisory services; Assistance, advisory services and consultancy with regard to business planning; Business advisory services; Business planning; Tax consulting services; Tax preparation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.