U.S. federal trademark · Serial No. 86691495 · Reg. No. 5219096
Estate planning; Estate trust management; Financial advisory and consultancy services, namely, creating personalized general investment optimization for individual goals; Financial planning for retirement; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Insurance information and consultancy; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.