U.S. federal trademark · Serial No. 98341580 · Reg. No. 7649420
Financial services, namely, financial advisory services, financial planning services, business planning services, financial planning for retirement, estate planning services, developing and managing charitable giving programs on behalf of wealthy individuals or families, insurance consultation, administration, and brokerage services for individuals or businesses, financial risk management services, tax consultation services, and treasury management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.