U.S. federal trademark · Serial No. 77340301 · Reg. No. 3667964
FINANCIAL PLANNING; FINANCIAL SOLUTIONS, NAMELY, FINANCIAL ANALYSIS AND CONSULTATION; FINANCIAL PORTFOLIO MANAGEMENT, NAMELY, ASSET ALLOCATION; ADVICE RELATING TO INVESTMENTS; FINANCIAL ADVICE, NAMELY, FINANCIAL CONSULTATION; INSURANCE CONSULTATION AND BROKERAGE; ESTATE PLANNING; FINANCIAL PLANNING, NAMELY, LEGACY PLANNING; FINANCIAL SERVICES, NAMELY, CHARITABLE AND PHILANTHROPIC FINANCIAL PLANNING
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