U.S. federal trademark · Serial No. 99940034
Providing a website featuring blogs and non-downloadable publications in the nature of articles and newsletters in the field(s) of financial planning, financial investments, and financial wealth management
Financial wealth management services; Investment advisory services; Financial planning; Financial and investment services, namely, portfolio management, consultation, advisory and development; Financial consultancy and insurance consultancy; Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; Estate planning; Financial advice relating to tax compliance and tax planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.