About 3 Trademarks found for “positive planning wealth advisors llc*”

The mark consists of a circle design with the wording "POSITIVE PLANNING" creating the top half of the circle, the wording "WEALTH ADVISORS LLC" creating the bottom half of the circle, and two small circular dots separating the sets of words on the right and left sides. Inside the circle is an abstract flourish design having two leaves with stems.

Annuity services, namely, account and investment administration; Estate planning; Financial advice relating to tax; Financial consulting; Financial planning; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Insurance consultancy; Providing information regarding financial investment strategies

The mark consists of an abstract flourish design containing two leaves with stems to the left of a vertical line and the wording "POSITIVE PLANNING WEALTH ADVISORS LLC" in stylized lettering.