U.S. federal trademark · Serial No. 98705797 · Reg. No. 7793262
Financial advice relating to tax; Financial advisory services; Financial asset management; Financial consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, wealth management services; Insurance consultancy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.