U.S. federal trademark · Serial No. 98309184
investment consultation in the fields of estate planning, trusts, and retirement; estate planning; providing information in the field of estate planning; consulting services in the field of retirement planning; investment advisory and consultancy services; investment planning; investment data analysis; investment analysis, namely, compiling and analyzing statistics, data, and other sources of information for investment purposes; investment evaluation, tracking, analysis, forecasting, consultancy, advisory and research services for families and corporations; cash flow services, namely, analyzing cash flow; investment services, namely, asset acquisition, consultation, advisory, development and management services; real estate investment advisory services; strategic investment advisory services; investment consultancy services, namely, the creation of personalized strategies to achieve monetary independence; investment planning services, namely, developing and managing assets on behalf of wealthy individuals or families; advice and compliance relating to income tax; real estate funds investment services; real estate investment consultancy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.