U.S. federal trademark · Serial No. 99184421 · Reg. No. 8141612
Tax planning
Wealth management services, namely, personal and business financial planning; Investment management; Insurance services, namely, life, disability, and long term care insurance underwriting and insurance risk management; financial planning for retirement; estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.