U.S. federal trademark · Serial No. 98520995 · Reg. No. 8224413
Strategic financial advisory services; financial consulting services; financial planning and investment advisory services; investment management services; financial retirement plan consulting services; estate trust planning services; estate planning; estate trust management; estate valuation services; Insurance information and consultancy
Tax preparation and planning services; accounting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.