U.S. federal trademark · Serial No. 77175197 · Reg. No. 3529402
Investment and financial services, namely, financial planning and analysis; investment analysis, consultation and management; analysis, consultation and management of investments, real estate, stocks, funds and annuities; estate planning; wealth transfer consultation and planning; business continuation services, namely, retirement and death benefit estate plaining; accepting and administering monetary charitable contributions; and life insurance brokerage services
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