U.S. federal trademark · Serial No. 97655568 · Reg. No. 7700524
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating personalized strategies for managing savings, financial risk, transfer of wealth, education funding, charitable monetary giving, social security optimization, cash, debt, and tax management, Medicare and health insurance consultation, and retirement, investment, estate, and long-term care planning; Financial asset management; Financial planning; Financial services, namely, wealth management services; Insurance brokerage; Insurance consultancy; Investment management
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