U.S. federal trademark · Serial No. 98699628 · Reg. No. 7786259
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Investment management; Investment management in the fields of retirement, private and public equity; Financial advice relating to tax; Financial advice relating to income tax
Tax consultation; Tax consulting services; Tax filing services; Tax preparation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.