U.S. federal trademark · Serial No. 87079093
Financial consultation; Financial administration of employee pension plans; Financial advice and consultancy services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial management; Financial management of employee pension plans; Financial planning; Financial planning consultation; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Providing financial information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.