U.S. federal trademark · Serial No. 76399925 · Reg. No. 2896578
Accounting; tax consultation; business management services for others
Estate planning; financial concierge services, namely, serving as trusteeship representative and providing financial portfolio management for others; financial management services for others; insurance consultation, insurance claims processing, insurance subrogation; investment counseling
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.