Serial #97183287 Trademark

Financial services, namely, investment fund transfer and transaction services, brokerage in the field of investment security services, estate settlement services; Financial services, namely, wealth management services; investment services, namely, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; financial planning advice relating to investments and wealth management for retirement plans, charitable giving, and endowments; insurance consultancy services, namely, providing advice in the field of underwriting, issuance and administration of annuities; financial loan consultation; financial loan consultation, namely, student loan consultation; student loan services; providing student loan information

Business strategic planning services, namely, accounting; business consulting services, namely, business evaluation services; business consulting services, namely, strategic planning and implementation services; business consulting services, namely, business appraisals and evaluations of small businesses