U.S. federal trademark · Serial No. 98307858 · Reg. No. 8170366
Business consulting and advisory services; Tax planning and preparation; Business support services, namely, business consulting to financial advisors
Financial consulting and advisory services; Investment consulting, management and advisory services; Financial services, namely, wealth management services; Personal financial planning, financial asset management, insurance consultation, and investment advisory services; Financial planning; Personal and business financial planning, investment advisory services; Financial planning and management; Estate and financial trust planning; Financial retirement plan services and consulting; Bank and credit union consulting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.