U.S. federal trademark · Serial No. 86007399 · Reg. No. 4509789
Financial planning services, wealth management services, estate and trust planning services, investment advisory services; third party administration regarding financial planning for workers' retirement
Accounting services, business auditing; business services, namely, business organization and operation consultancy; business strategic planning advisory services; tax planning and preparation, third party employee administration services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.