U.S. federal trademark · Serial No. 99647157
Financial planning and investment advisory services; Financial planning; Financial planning consultation; Financial planning for retirement; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial retirement plan consulting services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing information in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.