U.S. federal trademark · Serial No. 97795333 · Reg. No. 7477975
Business planning; Business succession planning; Tax and taxation planning, advice, information and consultancy services
Estate planning; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Investment management; Providing information about healthcare insurance plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.