U.S. federal trademark · Serial No. 77259416 · Reg. No. 3470817
FINANCIAL SERVICES, NAMELY, ASSET MANAGEMENT, PERSONAL FINANCIAL AND RETIREMENT PLANNING INCLUDING 401(K), PROFIT SHARING, AND PENSION REVIEW PLANNING AND IMPLEMENTATION; ESTATE PLANNING; FINANCIAL CONSULTATION, NAMELY, BUSINESS VALUATION, BUY-SELL AGREEMENT CONSULTING, LIFE AND DISABILITY INSURANCE ASSESSMENT; FINANCIAL CONSULTATION, NAMELY, INVESTMENT PORTFOLIO REVIEW, AND BUSINESS WORKING CAPITAL CONSULTING
BUSINESS DEVELOPMENT CONSULTING SERVICES, NAMELY, BUSINESS DEVELOPMENT STRATEGIES; BUSINESS MANAGEMENT IN THE FIELDS OF BUDGETING, PROJECTIONS, FINANCIAL ANALYSIS, CASH MANAGEMENT PLANNING, MANAGEMENT CONSULTING SERVICES IN CONNECTION WITH BUSINESS PROCEDURES AND OPERATIONS AND PERSONNEL AND HUMAN RELATIONS; BUSINESS CONSULTATION, NAMELY, CONSULTATION AND INVESTIGATION FOR BUSINESS ACQUISITIONS AND DISPOSITIONS AND TEMPORARY CEO/CFO AND CONTROLLERS; TAX CONSULTATION SERVICES AND ACCOUNTING SERVICES, NAMELY, OBTAINING AUDITED OR CERTIFIED FINANCIAL STATEMENTS, REVIEW OF FINANCIAL STATEMENTS, COMPILATION OF FINANCIAL STATEMENTS, TAX PLANNING AND RETURN PREPARATION
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.