U.S. federal trademark · Serial No. 78223726
Financial services, namely, financial counseling, investment management, trust and estate planning and administration, general cash flow management and insurance analysis and planning services
Educational services, namely, conducting seminars in the fields of investment planning, trust and estate planning, general cash flow management and insurance analysis and planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.