U.S. federal trademark · Serial No. 98597811 · Reg. No. 7840244
Financial services, namely, wealth management services and financial advisory services; Financial planning for retirement; Providing information regarding financial investment strategies; Financial advisory services, namely, cash flow management
Business advisory services, namely, tax planning, and business risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.