CASTLE ADVISORS FINANCIAL PLANNING . WEALTH MANAGEMENT Trademark

Serial Number: 99768865

CASTLE ADVISORS FINANCIAL PLANNING . WEALTH MANAGEMENT is a trademark filed by Castle Advisors, LLP on April 16, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Castle Advisors, LLP

171 Battery Street, Suite 1,
Burlington, VT 05401

Entity Type: 99

Legal Representation

Attorney of Record

Gordon E.R. Troy

100 trademarks filed View all →

Correspondence Address

Gordon E.R. Troy Gordon E.R. Troy, PC

PO Box 67

Windsor, VT 05089

United States

Trademark Details

Filing Date

April 16, 2026

Registration Date

Not Registered

First Use Anywhere

October 9, 2009

First Use in Commerce

October 9, 2009

Goods & Services

Brokerage in the field of insurance, stocks, bonds, commodities, capital investments, securities; Cash management; Financial portfolio management; Estate trust planning; Estate trust management; Financial advisory and consultancy services, namely, financial planning, investment management, retirement planning, estate and legacy planning, insurance planning, tax strategies and wealth management; Financial services, namely, wealth management services; Insurance brokerage services; Providing financial consultation services to individuals, families, pre-retirees, retirees, business owners and professionals; Providing financial information