U.S. federal trademark · Serial No. 99476213
Financial services, namely, wealth management services; Financial planning; Financial planning consultation; Financial planning and investment advisory services; Financial planning for retirement; Financial wealth management services; Providing information in the field of wealth management; Financial advisory services; Financial advisory and consultancy services; Investment advisory services; Financial consulting; Financial retirement plan consulting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.