U.S. federal trademark · Serial No. 98202940
Capital investment consulting; Estate trust management; Estate trust planning; Financial advice relating to tax; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial risk management consultation; Insurance consultancy; Insurance consulting in the field of life and disability insurance; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.