U.S. federal trademark · Serial No. 99646473
Financial counseling services, namely, helping others build a better working relationship with their money; Investment advisory services; Financial advisory and consultancy services, namely, providing risk assessment, retirement planning, asset management, portfolio construction and management; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Investment advice; Investment consultancy; Financial planning; Financial planning for retirement; Financial planning consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.