U.S. federal trademark · Serial No. 99213065 · Reg. No. 8165237
Financial planning; Financial advice and consultancy services; Financial information and advisory services; Financial wealth management services; Providing information in the field of wealth management; Investment management; Investment consultation; Investment advice; Investment advisory services; Estate planning; Insurance consultation
Tax planning; Tax consultation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.