U.S. federal trademark · Serial No. 87349953 · Reg. No. 5730695
Financial advice; Financial asset management; Financial consultancy; Financial consulting; Financial due diligence; Financial forecasting; Financial investment analysis and stock research; Financial management; Financial planning; [ Financial planning and investment advisory services; ] Financial risk management; Financial services, namely, wealth management services; Individual retirement account services; Strategic financial advisory services
Accounting services; Financial statement preparation and analysis for businesses; Tax and taxation planning, advice, information and consultancy services; Tax and taxation planning, advice, information and consultancy services; Tax filing services; Tax preparation; Income tax consultation; Income tax preparation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.