U.S. federal trademark · Serial No. 78932206 · Reg. No. 3548399
Financial analysis and planning tools in the nature of online, interactive questionnaires to assist in financial assessment and making decisions in the areas of financial planning and management, legacy planning, and charitable giving; Information provided by electronic means in the fields of financial assessment, financial planning and management, legacy planning, and charitable giving
Printed matter, namely, questionnaires, reports, brochures, and newsletters in the fields of financial assessment, financial planning and management, legacy planning, and charitable giving
Providing on-line publications in the nature of questionnaires, reports, brochures, and newsletters in the fields of financial assessment, financial planning and management, legacy planning, and charitable giving, all for educational purposes
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.