U.S. federal trademark · Serial No. 98126147 · Reg. No. 7740613
Financial consultancy and insurance consultancy; Financial consulting; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.