U.S. federal trademark · Serial No. 99660396 · Reg. No. 8432888
Financial planning; Financial planning and investment advisory services; Financial wealth management services; Investment management; Investment advisory services; Financial consultation; Financial asset management; Financial portfolio management; Financial planning for retirement; Estate planning; Insurance consultation; Insurance brokerage services; Life insurance brokerage; Providing information in the field of financial planning for small business owners
Family office services in the nature of tax planning; Tax planning; Tax and taxation planning, advice, information and consultancy services; Business consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.