U.S. federal trademark · Serial No. 86114126 · Reg. No. 4571339
Investment and financial services, namely, financial planning and analysis; financial services, namely, investment analysis, consultation and management; financial services, namely, analysis, consultation and management of investments, real estate, stocks, funds and annuities; estate planning; financial services, namely, wealth transfer consultation and planning; business continuation services, namely, retirement and death benefit estate planning; accepting and administering monetary charitable contributions; and life insurance brokerage services
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