Filed July 2, 2025

Serial No. 99264045

Examining Attorney EMILY M CHUO

Class Financial advisory services; Financial consultancy services; On-line financial planning services; Financial portfolio analysis services; Strategic financial advisory services; Financial customs brokerage services; Providing financial advisory services; Financial wealth management services; Financial analysis and research services; Financial information and advisory services; Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of financial planning for Corporations, Entities, Trusts, Individuals and Families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing information in the field of financial planning for Employees, Business Owners; Financial administration of retirement plans; Financial retirement plan consulting services; Financial management of employee pension plans; Financial administration of employee pension plans; Financial planning, namely, Class 036; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of employee financial benefit plans; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial management in the field of Financial Planning and Investment Management; 100; 101; 102

Case Type Service mark