U.S. federal trademark · Serial No. 99795759
Financial advisory and consultancy services, namely, investment management, investment advisory services, investment consultation, and investment of funds for others; financial investment brokerage services; financial planning services, namely, financial goal setting, estate planning, retirement planning, tax planning, and individual and family financial planning; financial management services in the nature of cash flow and savings management.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.