U.S. federal trademark · Serial No. 99561965
Financial analysis and consultation; Financial planning and investment advisory services; Financial portfolio management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial management in the field of investment portfolios, tax planning, benefit analysis and optimization, insurance evaluation, charitable giving, trusts and estate planning, education planning, and retirement planning; Financial advice relating to tax
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.