U.S. federal trademark · Serial No. 86008616 · Reg. No. 4530953
Tax planning services
Strategic financial advisory services; Financial services, namely, wealth management services; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial services, namely, mortgage planning, retirement planning, cash flow planning, estate planning, and insurance planning; financial planning, namely, college savings planning; charitable giving planning, namely, financial planning services in the nature of developing and managing charitable giving programs on behalf of individuals or families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.