U.S. federal trademark · Serial No. 77695091 · Reg. No. 3808054
tax planning, namely, advice, information and consultancy services
money management services, financial analysis and consultation, financial planning, investment advice and consultation, providing information and consultation in the field of insurance, estate planning, and real estate mortgage and investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.