U.S. federal trademark · Serial No. 98382701 · Reg. No. 7772091
Financial planning, investment advisory, estate planning services, investment management, estate trust services, namely, charitable gift planning, legacy planning, tax-efficient disposition of assets during life and beyond, financial retirement plan consulting services, financial qualified retirement plan services that provide non-discretionary and discretionary Investment Fiduciary Services to Sponsors and Trustees of qualified retirement plans, namely, 3(21) and 3(38) advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.