U.S. federal trademark · Serial No. 75425051 · Reg. No. 2297459
banking services; financial planning for charitable giving; insurance consultation; retirement planning; estate, trust, financial advisory and financial investment services, namely, trust administration and management; estate planning, administration, settlement and custody; financial analysis, consultation, forecasting, investment research, planning and management; financial investment in the fields of stocks, mutual funds, real estate and commodities; financial portfolio management; and financial information provided by electronic means
business consultation and planning; data processing in the fields of tax preparation, estate and trust administration and management, and financial investment management; tax consultation and planning; and income and estate tax preparation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.