U.S. federal trademark · Serial No. 99097061 · Reg. No. 8047476
Financial management; Financial asset management; Financial information processing; Providing information in the field of wealth management; Financial management in the field of managing day-today financial tasks for elderly clients; Financial management in the field of concierge financial services for elderly clients; Bill payment services; Providing financial consultation services to elderly clients; Financial advice relating to tax; Rent payment services; Administration of savings accounts; Financial administration of client financial matters, namely, spending management in the nature of budget planning financial advise and financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.