U.S. federal trademark · Serial No. 99685943
Financial wealth management services; Debt management consultancy; Financial risk management consultation; Investment fund management services; Financial management relating to investments; Financial planning and investment advisory services; Financial trust planning; Estate planning; Estate trust management; Financial risk assessment services; Insurance risk management; Insurance consultation; Financial advice relating to tax
Business advisory services; Business management consultancy and advisory services; Consultancy and advisory services in the field of business strategy; Financial statement preparation and analysis for businesses; Financial records management; Business succession planning; Accounting consultation; Business auditing; Financial auditing; Tax preparation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.