U.S. federal trademark · Serial No. 76428976 · Reg. No. 2889751
wealth advisory services, namely, wealth management and financial planning; designing and implementing plans for achieving client financial and personal goals; designing and implementing plans for debt management and elimination; risk management and insurance consultation, planning, agency and brokerage services; investment advisory services; business and employee benefits guidance; consultation with respect to generational transfer of assets, charitable giving, and estate planning; special needs planning
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