U.S. federal trademark · Serial No. 90845046 · Reg. No. 6672177
Education services, namely, providing non-downloadable webinars in field of financial planning, investment management, college savings, estate planning, probate, trusts, foundations, and taxes; on-line journals, namely, blogs featuring financial planning and investment management
Tax advisory services; taxation planning, advice, information and consultancy services
Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; financial planning; estate planning services; financial asset protection and management; financial services, namely, coordination of an investment portfolio's tax management needs; insurance consultancy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.