U.S. federal trademark · Serial No. 75151756
financial services, namely, investment management, retirement planning, trust and estate management services, financial planning services, corporate finance advice, insurance consultations, consultation with respect to philathropic giving in the field of donations of money and property (excluding food, clothing and medicine), and financial asset management services, all provided through direct client consultation by attorneys, accountants and investment professionals who are employees of the service mark owner
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.