U.S. federal trademark · Serial No. 97231498 · Reg. No. 6990032
Accounting consultation; Accounting services; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Tax filing services; Tax preparation; Business auditing; Financial auditing
Estate planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Insurance agencies; Insurance agency and brokerage; Insurance brokerage; Insurance consultancy; Insurance information and consultancy; Investment advisory services; Investment consultation; Investment management; Financial evaluation for insurance purposes; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.