U.S. federal trademark · Serial No. 97037310 · Reg. No. 6872222
College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans for individuals; Financial planning and investment advisory services for individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, estate settlement services for individuals; all afore-mentioned services excluding banking services and excluding services to labor unions
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.