U.S. federal trademark · Serial No. 99797610
Tax planning; Tax consultation; Tax consulting services
Financial analysis; Financial consultancy; Financial planning; Financial consultation; Financial advice; Financial management; Financial planning consultation; Providing financial information; Financial portfolio management; Providing financial information and financial advice via a website; Financial planning for retirement; Estate planning; Estate trust planning; Providing information in the field of estate planning; Financial trust planning; Insurance information; Insurance consultancy; Insurance consultation; Financial advice on retirement; Financial retirement plan consulting services; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial consulting services in the field of planned giving for non-profit and charitable organizations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.