U.S. federal trademark · Serial No. 99308585
Financial risk management; Insurance risk management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial advice relating to income tax; Financial planning and investment advisory services; Estate planning; Financial retirement plan consulting services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consultancy services in the area of healthcare
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.