U.S. federal trademark · Serial No. 99090455
Investment management; Financial planning; Financial planning for retirement; Financial advice relating to tax; Financial investment analysis and stock research; Financial risk management consultation; Philanthropy consultation relating to charitable fundraising; Financial consultation in the field of estate planning reviews; Financial consultation in the field of retirement planning; Financial consultation in the field of tax planning; Financial consultation in the field of insurance and risk management assessments; Financial consultation in the field of philanthropic gifting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.