U.S. federal trademark · Serial No. 88506197 · Reg. No. 5961414
Financial advisory and consultancy services, namely, coordination with a single account of an investment portfolio and tax management needs; Financial advisory and consultancy services, namely, debt elimination planning; Financial advisory and consultancy services, namely, cash-flow management; Financial advisory and consultancy services, namely, student loan payoff planning; Financial advisory and consultancy services, namely, saving for college; Financial advisory and consultancy services, namely, inter-generational mentoring; Financial advisory and consultancy services, namely, planning for multi-generational retreats; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, healthcare planning; Financial planning, namely, estate planning; Financial retirement plan consulting services; Financial trust planning; Investment consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.