WEALTH C&R PARTNERS Trademark
Serial Number: 50055728
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Mark D. Miller Sierra IP Law
P.O. Box 26028
Fresno, CA 93729-6028
United States
Trademark Details
Filing Date
August 17, 2026
Registration Date
Not Registered
Goods & Services
Financial planning and investment advisory services; Financial planning, namely, customized f inancial plans via financial planning software involving distribution strategies, probabilities of success for retirement, specific client goals, savings and distribution schedules, list of net worth, assets and liabilities; Investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others