U.S. federal trademark · Serial No. 99484569
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory services; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial restructuring services; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, wealth management services; Strategic financial advisory services; Mortgage brokerage; Mortgage banking; Mortgage lending; Mortgage financing services; Mortgage brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.