U.S. federal trademark · Serial No. 99245060
Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment management; Financial planning; Financial advice; Financial consulting; Financial portfolio management; Financial planning for retirement; Financial retirement plan consulting services; Consulting and information concerning insurance; Estate planning; Estate trust planning; Providing information in the field of estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.