U.S. federal trademark · Serial No. 98851392 · Reg. No. 8249216
Financial advice and consultancy services; financial services, namely wealth management services; financial services, namely estate settlement services; financial services, namely investment and financial asset management services; financial services, namely retirement plan consulting; financial services, namely management of planned giving for non-profit and charitable organizations; financial services, namely management of and consultancy for executive compensation packages; financial services, namely financial advice relating to taxes; financial services, namely management of funds for education costs; financial services, namely financial portfolio management; all services exclude insurance brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.