U.S. federal trademark · Serial No. 87367808 · Reg. No. 5322427
Financial advisory and consultancy services, namely, providing investment and financial planning, advice, and strategy services for topics such as cash flow, budgeting, college education savings, retirement, risk management, and estate planning; Financial retirement plan consulting services; Financial information and advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence
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