U.S. federal trademark · Serial No. 99106786
Financial planning for individuals and family offices; Financial services, namely, wealth management services for individuals and family offices; Financial retirement plan consulting services for individuals and family offices; Estate planning for individuals and family offices; None of the foregoing in the field of Medicaid or other health and human services programs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.