U.S. federal trademark · Serial No. 86628542 · Reg. No. 5087503
Financial portfolio management; financial planning services; tax-sensitive financial planning services; financial advisory services; financial investment; family office services, namely, financial retirement planning, estate planning, financial consultation in the nature of developing and managing charitable donation programs, and advice and consultation regarding insurance needs and policies; insurance agency services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.