U.S. federal trademark · Serial No. 86292553 · Reg. No. 4670855
Tax and taxation planning, advice, and information services; Management of tax files
Financial planning; financial services, namely, financial asset management, cash management, financial planning for retirement, and estate planning services; workplace and employee benefits management, namely, managing employee benefit plans concerning insurance and finance; providing financial consultation, information, and advice in the fields of wealth building and wealth protection; financial analysis and consultation, namely, financial planning consultation, financial research and financial risk management; investment advice; consumer lending services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial trust operations; trust services, namely, investment and trust company services; insurance consultation services, namely, insurance advice and insurance planning; insurance brokerage services; investment management of and distribution of annuities; Tax payment management services
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