Trademark: CREATIVE PLANNING 2256639
Word
CREATIVE PLANNING
ID
2256639
Trademark Type
Word
Status
Not protected: Not accepted
Application Date
07 December 2021
Owner(s)
Service
PHILLIPS ORMONDE FITZPATRICK
Goods and Services:
Class 35:
Tax preparation; consultancy relating to tax preparation and tax filing services; accounting services relating to tax planning; business appraisal services.
Tax preparation; consultancy relating to tax preparation and tax filing services; accounting services relating to tax planning; business appraisal services.
Class 36:
Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; financial planning; estate planning services; financial asset protection and management; financial services, namely, coordination of an investment portfolio's tax management needs; financial trust administration; estate trust management; financial investment management in field of qualified plans; insurance consultancy services, namely, providing advice in the field of property and casualty insurance; strategic corporate financial advisory services; business valuation services.
Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; financial planning; estate planning services; financial asset protection and management; financial services, namely, coordination of an investment portfolio's tax management needs; financial trust administration; estate trust management; financial investment management in field of qualified plans; insurance consultancy services, namely, providing advice in the field of property and casualty insurance; strategic corporate financial advisory services; business valuation services.
Class 41:
Education services, namely, providing non-downloadable webinars in field of financial planning, investment management, college savings, estate planning, probate, trusts, foundations, and taxes; on-line publication of journals or diaries featuring financial planning and investment management; educational services, namely, production of on-line podcasts in the fields of financial, investment and tax advice.
Education services, namely, providing non-downloadable webinars in field of financial planning, investment management, college savings, estate planning, probate, trusts, foundations, and taxes; on-line publication of journals or diaries featuring financial planning and investment management; educational services, namely, production of on-line podcasts in the fields of financial, investment and tax advice.