U.S. federal trademark · Serial No. 98420831 · Reg. No. 7970514
Financial planning; Financial consultancy services; Financial services, namely, wealth management services; Financial asset management; Investment management; Financial retirement plan consulting services; Estate planning; financial asset management protection and consulting; Small business planning; Tax strategy planning, namely, financial advice relating to tax
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.