U.S. federal trademark · Serial No. 90313159 · Reg. No. 6944025
College consulting services, namely, assisting students in applying for scholarships and financial aid; estate planning; estate trust planning; financial consultation in the field of personal financial planning; financial services, namely, personal financial planning and personal wealth management services; financial trust planning; financial planning in the field of personal retirement planning and estate planning; financial planning for retirement; financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; financial retirement plan consulting services; financial services, namely, personal wealth management services; insurance consultation; investment consultation in the field of retirement planning and estate planning; financial services, namely, estate settlement services; providing information in the field of employee financial benefit plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.