U.S. federal trademark · Serial No. 88545313 · Reg. No. 5946584
Financial planning, namely, planning investment strategies for financial growth, estate planning, financial planning for retirement, financial planning for raising funds for education costs, advising businesses on issues of portfolio planning and investment planning, consulting in the field of planned giving for non-profit and charitable organizations; investment management
Tax advisory services; Tax assessment; Tax consultation; Tax preparation; Income tax consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.