U.S. federal trademark · Serial No. 87949732 · Reg. No. 5660553
financial services, namely, wealth management services; investment advice; financial planning; financial planning for retirement; financial advice, namely, budget planning; financial planning services, namely, planning charitable giving programs on behalf of wealthy individuals or families; financial management of employee pension plans; investment management; investment advisory services; financial risk management consultation; and insurance consulting in the field of life, health, disability, and long-term care insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.