U.S. federal trademark · Serial No. 85220399 · Reg. No. 4015535
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Income tax consultation; Income tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Tax filing services; Tax preparation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.