U.S. federal trademark · Serial No. 98453815 · Reg. No. 7828600
Tax preparation; tax advisory services; taxation planning, advice, information, and consultancy services
Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; financial planning; estate planning services; financial asset protection and management; financial services, namely, coordination of an investment portfolio's tax management needs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.