U.S. federal trademark · Serial No. 86188371 · Reg. No. 4605070
financial planning, investment management and investment advisory services, namely, a review of investments, asset allocation, tax efficiency, risk management and insurance, retirement plan projections, college planning, and the development, review and implementation of wealth transfer strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.