U.S. federal trademark · Serial No. 98977804
Financial consulting and advisory services; Investment consulting, management and advisory services; Financial services, namely, wealth management services; Personal financial planning, asset management and investment advisory services; Financial planning; Personal financial planning, investment advisory services, wealth management services; Financial planning and management; Estate and financial trust planning; Financial retirement plan services and consulting; Bank and credit union consulting services; Financial advisor support services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.