U.S. federal trademark · Serial No. 86581963 · Reg. No. 4841453
Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Investment advice; Investment consultancy; Investment management; Financial retirement plan consulting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.