U.S. federal trademark · Serial No. 85244433
Wealth management services; Investment management and monitoring services; Estate planning; Financial planning; Charitable gift planning; Financial planning for funding of educational expenses; Financial planning for funding of long-term care; Income tax planning; Retirement planning; all of the above excluding debt counseling services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.