U.S. federal trademark · Serial No. 77180250 · Reg. No. 3348000
Tax preparation and consultation services
Banking services; investment management; stock brokerage, fiduciary representative services, namely, acting as personal representatives of decedent's estates and as trustees of trusts; custodian services, namely, holding stocks, bonds, securities and other financial and investment instruments for others; financial and estate planning; financial planning services in the nature of retirement, gift, and distribution planning; annuities and life insurance underwriting; financial management of endowments and charitable and private foundations; administration of employee benefit plans concerning insurance and finance; mortgage lending; financial investment services, namely, offering certificates of deposit, demand deposit, and time deposit accounts; loan financing, including, commercial and consumer lending services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.