U.S. federal trademark · Serial No. 98858526 · Reg. No. 7917163
Business succession planning
Estate planning; Estate trust planning; Financial advisory and consultancy services; Financial analysis and consultation; Financial asset management; Financial planning; Financial portfolio management; Financial portfolio analysis services; Insurance consulting in the field of life, disability, and long term care insurance; Investment management; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information in the field of wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.