U.S. federal trademark · Serial No. 86056640 · Reg. No. 4728449
Financial planning; financial advisory and consultancy services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial asset management; financial services, namely, wealth management services; financial planning, namely, the creation of personalized strategies to achieve financial independence; estate planning; consulting and information concerning insurance; financial advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.