U.S. federal trademark · Serial No. 88387834 · Reg. No. 6262479
Estate planning; Estate trust planning; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Insurance information and consultancy; Financial advice, namely, budget planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.