U.S. federal trademark · Serial No. 97774768
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, wealth management, providing pension and retirement solutions, financial trust planning, financial planning for small businesses and retirement, and the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services in the field of veterans benefits; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment fund transfer and transaction services; Advice on finance during retirement; Business finance procurement services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing financial information via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.