U.S. federal trademark · Serial No. 90468477
Financial services provided to individuals, namely, financial planning, retirement planning, wealth management, estate planning, advice relating to investments, asset management, cash management, financial analysis and consultation, financial portfolio management, financial research and financial risk management; philanthropic services, namely, advice concerning monetary donations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.