U.S. federal trademark · Serial No. 98253843 · Reg. No. 8073336
Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing a financial plan and investment strategy on behalf of wealthy individuals and families; Providing financial information services in the nature of estate planning guidance, insurance planning guidance and tax planning guidance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.