U.S. federal trademark · Serial No. 50057116
Financial analysis and consultation; Financial management; Financial planning for retirement; Financial and insurance services, namely, comprehensive financial planning; financial planning to maintain desired cash flow; estate planning; tax planning; financial planning and consultation for charitable giving; portfolio management and asset allocation; Financial portfolio management; Financial risk management; Financial research; Financial and investment services, namely, thecreation of personalized financial strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.