U.S. federal trademark · Serial No. 90069274
Financial advisory and consultancy services, namely, investment management, tax planning, retirement planning, education planning, estate planning, cash flow planning, risk management, employee benefit planning, charitable giving; Financial planning, namely, comprehensive financial life planning for individuals; Financial services, namely, wealth management services; Investment advisory services; Providing financial consultation services to individuals and businesses; Providing financial information services to individuals and businesses
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.