U.S. federal trademark · Serial No. 98517321 · Reg. No. 7774162
Estate planning; Financial services, namely, estate settlement services; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory services; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Insurance consultancy; Insurance consultation; Insurance information; Financial advice relating to tax; Providing financial advisory services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.