U.S. federal trademark · Serial No. 87445013 · Reg. No. 5377220
Estate planning; Fiduciary services, namely, fiduciary representative services; Financial advice; Financial advisory and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, mortgage planning; Investment advisory services; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax lien management services; Income tax consultation; Management of tax files
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.