U.S. federal trademark · Serial No. 98238299
Estate planning; Estate trust planning; Financial advice; Financial advice, namely, budget planning; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial trust planning; Funds investment; Insurance consulting in the field of Life insurance; Insurance risk management; Investment advisory services; Investment consultation; Investment management; Investment of funds
Business planning; Business management planning; all of the foregoing services not in connection with incubator or accelerator services or targeted specifically to fintech companies or the fintech industry
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.