U.S. federal trademark · Serial No. 99759882
Financial advisory services; Estate planning; Financial advisory and consultancy services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial trust planning; Investment advisory services; Investment consultancy; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.