Serial #99034329 Trademark
Serial Number: 99034329 • Registration: 8028481
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Suzann Moskowitz The Moskowitz Firm
24870 Fairmount Blvd
Beachwood, OH 44122
United States
Trademark Details
Filing Date
February 9, 2025
Registration Date
November 18, 2025
Published for Opposition
September 30, 2025
Goods & Services
Financial planning, namely, wealth planning and advice, estate planning, retirement planning, financing services and advice, financial management, cash management, investment advisory services, financial investment brokerage services; financial consultation for families with a focus on continuity of financial goals and personal values; providing fiduciary representative services in the field of investment management of corporate retirement plans ; insurance consultation planning services, and information in the field of financial and wealth planning and advice; financial planning in the field of education; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; private financial planning and investment planning services for families; advice and consultation in the field of financial planning for business exit from early stages through retirement
Tax and taxation planning, advice, information and consultancy services; tax preparation; Providing office support staff services
