U.S. federal trademark · Serial No. 99347605
Financial consultancy services; Financial advisory services; Financial analysis and consultation; Financial planning and investment advisory services; Financial wealth management services; Financial risk assessment services; Financial due diligence services; Financial portfolio analysis services; Insurance and financial information and consultancy services; Investment services, namely, asset acquisition, consultation, development and management 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 advisory and consultancy services, namely, creating personalized strategies for achieving financial independence through cash flow and budgeting analysis, risk management and insurance planning, investment management and portfolio development, tax planning, retirement planning, and estate planning; Providing financial news and information in the field of personal finance, wealth management, and investment planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.