U.S. federal trademark · Serial No. 98548221 · Reg. No. 7766144
Financial planning; financial planning and investment advisory services; fiscal assessment and evaluation services; investment management; investment advisory services; investment risk assessment services; financial services, namely, wealth management services; financial risk management consultation; financial valuation services; providing information in the field of wealth management; providing information and research in the field of finance and financial investments; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information regarding financial investment strategies; financial advice relating to tax; financial advice relating to business exits
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.