U.S. federal trademark · Serial No. 74362862
financial management and planning, financial research, financial portfolio management, investment management and consultation, and estate planning, all provided to persons 50 years of age and older
federal income tax preparation and consultation, accounting services, market analysis, economic analysis, business consultation, and bill payment services both rendered to persons 50 years of age and older
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.