U.S. federal trademark · Serial No. 98253617
financial planning; financial planning for retirement; financial planning and investment advisory services; financial services, namely, wealth management services; financial planning services, namely, developing and managing a financial plan and investment strategy on behalf of wealthy individuals or families; estate planning guidance; insurance planning guidance; tax planning guidance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.