U.S. federal trademark · Serial No. 99299022 · Reg. No. 8348784
Estate planning; Financial advice and consultancy services; Financial planning; Investment management; Financial retirement plan consulting services; Financial advice relating to tax; Financial planning for retirement; Financial services, namely, wealth management services; Providing financial information; Providing information in the field of estate planning; Providing information in the field of financial planning; Providing information in the field of wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.