U.S. federal trademark · Serial No. 75928820 · Reg. No. 2749162
Tax consultation, contract negotiation and business management
Financial advisory, namely, forecasting and exchange, investment management, asset allocation, portfolio management, insurance brokerage, estate planning, succession planning, cash management, wealth management and personal support services, namely, personal financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.