U.S. federal trademark · Serial No. 97467936 · Reg. No. 7395045
Estate planning; Estate trust management; Estate trust planning; Financial advice; Financial advisory and consultancy services; Financial information and advisory services; Financial information and evaluations; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, estate planning and estate trust planning; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial valuation of intellectual property assets; Investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.