U.S. federal trademark · Serial No. 90881226 · Reg. No. 6856316
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, wealth management services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Financial portfolio analysis services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.