U.S. federal trademark · Serial No. 99818997
Financial planning; Financial planning consultation; Providing information in the field of financial planning for nonprofit, low income people, and pro bono work; Investment consultancy; Investment management; Providing information regarding financial investment strategies for nonprofit, low income people, and pro bono work; Financial planning and investment advisory services; Financial advice relating to tax; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information in the field of wealth management for nonprofit, low income people, and pro bono work
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.