U.S. federal trademark · Serial No. 87844872
Financial planning services, namely, analyzing a client's financial situation, using an active financial plan to drive current and future financial investment decisions; financial planning; financial retirement plan consulting services; investment management; investment of funds; financial planning and investment advisory services; financial management; financial management of employee qualified retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.