U.S. federal trademark · Serial No. 86519213 · Reg. No. 4854281
financial planning; multi-generation financial planning, namely, multi-generation estate strategies and multi-generation business strategies services; financial services, namely, financial strategy services in the nature of financial analysis and consulation relating to financial strategies, strategic financial advisory services, and financial planning relating to creating personalized financial strategies; financial services, namely, wealth management; financial services, namely, financial asset management and cash management services; financial services, namely, financial planning for retirement and estate planning services
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