U.S. federal trademark · Serial No. 99816203
Advice relating to investments; Estate trust planning; Estate trust management; Financial advice, namely, budget planning; Financial consulting and advising in the field of mergers and acquisitions; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning and investment advisory services; Financial advisory and consultancy services; Financial services, namely, wealth management services; Providing information in the field of employee financial benefit plans; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.