U.S. federal trademark · Serial No. 76677750 · Reg. No. 3673357
Banking and investment advisory services, funds investment services, risk management services, money management services, insurance agency services, financial investment in the field of charities, charitable fundraising services, financial management services, benefit planning services, financial planning services, retirement planning services, investment portfolio analysis services, trust services, credit and debit card services, estate planning services, and wealth management services
[ tax planning and compliance services ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.