U.S. federal trademark · Serial No. 88183414
financial planning; financial management; investment management; financial planning and investment advisory services; management of portfolios comprising securities; management of portfolios of transferable securities; fund investments; financial planning for retirement; financial investment counselling
tax advisory services; tax and taxation planning, advice, information, and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.