Serial #99928961 Trademark

Investment advisory services; Financial planning consultation; Financial planning and investment advisory services; Financial planning for retirement; Financial asset management in the field of retirement savings plans; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial advice relating to tax; Financial portfolio management; Management of securities portfolios; Financial wealth management services; Providing information in the field of wealth management; Estate planning; Providing information in the field of estate planning; Wealth transfer planning; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing on-line information in the field of charitable monetary giving through financial and estate planning