U.S. federal trademark · Serial No. 86048562
Financial advice; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing a website featuring non-downloadable videos in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.