U.S. federal trademark · Serial No. 90513961 · Reg. No. 6762019
Financial services, namely, providing investment management, financial planning, estate planning, insurance planning and review of current policies
Providing business succession planning, tax and taxation planning, advice, information and consulting services; charitable services, namely, developing and managing charitable giving programs on behalf of individuals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.