U.S. federal trademark · Serial No. 75321607
tax consultation, planning and preparation services
banking services; estate, trust, financial advisory, and financial investment services, namely, estate planning, administration, settlement, and custody; trust administration and management; financial investment research, analysis, consultation, planning, and management; financial investment in the fields of stocks, mutual funds, real estate, and commodities; financial portfolio management; and financial information provided by electronic means
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.