U.S. federal trademark · Serial No. 99025947
Financial planning; Financial planning consultation; Financial planning for retirement; Providing information in the field of financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Estate planning; Providing information in the field of estate planning; Financial risk management; Financial risk management consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.