U.S. federal trademark · Serial No. 77574743 · Reg. No. 3630368
Advice relating to investments; Estate planning; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Individual retirement account services; Investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.