U.S. federal trademark · Serial No. 98484037 · Reg. No. 7677210
Business planning; Business succession planning; Tax and taxation planning, advice, information and consultancy services
Estate planning; Financial advice relating to tax; Financial advisory services; Financial planning; Financial planning for retirement; Insurance consultancy; Investment advice; Investment management; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.