U.S. federal trademark · Serial No. 85613319 · Reg. No. 4281955
Business succession planning; Philanthropy consultation relating to taxation planning; Tax and taxation planning, advice, information and consultancy services
Estate planning; Estate trust planning; Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning and investment advisory services; Financial planning for retirement; Financial risk management consultation; Financial services, namely, wealth management services; Fund investment consultation; Insurance information and consultancy; Investment consultancy; Investment management of and distribution of annuities; Investment services, namely, asset acquisition, consultation, development and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.