U.S. federal trademark · Serial No. 99442060 · Reg. No. 8444936
Bookkeeping; Tax and taxation planning, advice, information and consultancy services
Financial planning; Financial planning consultation; Financial planning for retirement; Financial wealth management services; Bill payment services; Financial asset management; Financial risk management; Financial advice, namely, budget planning; Debt management services; Investment management in the fields of stocks, bonds, mutual funds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs), options, cryptocurrencies, digital assets, and blockchain-based securities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.