U.S. federal trademark · Serial No. 85464057
Financial services, namely, financial advice, financial planning, wealth management services; financial investment services, namely, investment research, investment advisory services; financial risk management consultation; financial planning for retirement; estate planning consultation; debt management consultation; financial services, namely, consultation and coordination of a financial portfolio's tax management needs; insurance information and consultancy; insurance agency services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.