Trademark Overview
On Tuesday, June 13, 2023, a trademark application was filed for CLOSE REACH FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the CLOSE REACH FINANCIAL PLANNING trademark a serial number of 98040167. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, June 4, 2024. This trademark is owned by Close Reach Financial Planning, LLC. The CLOSE REACH FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial investment analysis; Financial planning and investment advisory services; Financial planning, namely, providing information for the creation of investment strategies; Providing financial information and advice in the field of finance, financial investments, financial valuations and the financial aspects of retirement; Education funding analysis in the nature of financial analysis; Providing financial information in the field of financial stock and equity markets; Providing investors with financial information; Financial and investment services, namely, financial management and financial investment brokerage in the fields of stocks, bonds, options, futures and other securities; financial analysis, management, consulting and advisory services; funds investment; investment services, namely, financial asset management; investment analysis in the nature of investment advisory services
