U.S. federal trademark · Serial No. 98577805 · Reg. No. 7712529
Financial analysis and consultation; Financial evaluation of real estate; Financial analysis; Providing information regarding financial investment strategies; Estate planning; Cash management; Financial advice relating to income tax; Financial portfolio management; Consulting services in the field of employee benefit plans concerning insurance and finance; Philanthropic services concerning monetary donations; Debt management services; Financial retirement plan consulting services; Financial risk management; Financial Planning; Wealth Management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.