U.S. federal trademark · Serial No. 99824046
Comprehensive financial planning and professional fiduciary services; Investment counseling and financial investment analysis; Financial planning, consultation, advisory, and portfolio management; Specialized consulting for philanthropic and charitable giving; Financial research and information services; Advisory services for employer-sponsored retirement plans; Tax planning and tax preparation services; Providing information and financial consultation regarding education loans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.