U.S. federal trademark · Serial No. 97049804 · Reg. No. 7360973
Auditing of financial statements; Financial auditing; Tax and taxation planning, advice, information and consultancy services; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
Estate planning; Estate trust planning; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial management in the field of analyzing pension and social security benefits, legacy planning, planning multi-generational wealth transfers, and evaluating insurance needs; Financial advice; Financial asset management; Financial consultancy; Financial planning; Financial risk management consultation; Financial risk assessment services; Financial services, namely, wealth management services; Financial trust planning; Financial valuations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing a web site featuring personal financial information and financial advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.