88488393
Jun 25, 2019
Mar 17, 2020
Active Trademark
Financial services, namely, wealth management services; investment management; portfolio planning and management, namely, financial portfolio management; financial planning and investment advisory services; philanthropic planning, namely, philanthropic services concerning monetary donations; estate planning; college and education consulting services, namely, assisting students in applying for scholarships and financial aid; Financial retirement plan consulting, design and implementation in the nature of financial planning for retirement; family legacy planning in the nature of estate planning; fiduciary services, namely, fiduciary representative services
Insurance and Financial