U.S. federal trademark · Serial No. 87626811 · Reg. No. 5474381
Financial advisory and consulting services in the fields of financial planning, investment management, wealth management, financial asset management, financial retirement plan consulting services, spending plan optimization, social security and Medicare planning, estate planning, debt advisory services, debt management consultation, contingency planning, planned giving for non-profit and charitable organizations, and financial planning for higher education
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.