36 Strategic financial advisory services; Financial portfolio analysis services; Financial analysis and research services; Financial information and advisory services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial planning for retirement; Investment consultation; Investment advice; Investment advisory services; Investment management; Financial planning services, namely, developing and managing charitable giving programs on behalf of individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Family office services, namely, financial planning, financial advisory services, investment management, financial analysis of financial data aggregation and financial investment reporting to multiple households within a larger family relationship or enterprise; Providing a website featuring information in the field of financial planning
Trademark: 88853949
