U.S. federal trademark · Serial No. 90687005
Tax planning services
Financial advisory and consultancy services, namely, investment consulting, financial management, financial planning, financial portfolio management, financial research, financial risk management, retirement financial distribution planning, financial estate and financial legacy planning, and financial planning of charitable monetary giving through financial and estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.