U.S. federal trademark · Serial No. 77288189 · Reg. No. 3536095
Financial advisory and consultancy services in the fields of estate planning, business and succession planning, philanthropic and/or charitable planning, asset management, wealth management, retirement planning, life insurance, disability insurance, education planning and cash planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.