FINANCIAL CONCIERGE

Trademark usage description

business materials, namely letterhead, business cards, envelopes, address stickers; promotional material namely pens and notepads, reports, newsletter Read More

Classification Information

Class [016]
Business materials, namely letterhead, business cards, envelopes, address stickers; Promotional material namely pens and notepads, reports, newsletters, brochures and pamphlets in the field of financial planning, estate planning, estate administration, planning for real estate and other property holdings, income tax planning, insurance, risk management, legal information and compilations and preparation of financial and personal profile documents

Classification kind code

Class [035]
Financial management services for seniors, namely reconciliation of bank and credit card statements, bill payments, investments, tax preparation services, establishing and maintaining financial record keeping database, submitting health, dental and medical insurance claims to insurers; Financial analysis for seniors, namely preparation of a financial profile; Estate Planning for Seniors, namely, the review of investments and insurance; Preparation of personal and financial profile compiling estate documents, final wishes, financial documents, personal documents necessary for estate administration, insurance documents, information on property holdings, service contracts, business or corporate documents into personalized loose-leaf binders

Classification kind code

Class [036]
Financial management services for seniors, namely reconciliation of bank and credit card statements, bill payments, investments, tax preparation services, establishing and maintaining financial record keeping database, submitting health, dental and medical insurance claims to insurers; Financial analysis for seniors, namely preparation of a financial profile; Estate Planning for Seniors, namely, the review of investments and insurance; Financial management services; preparing financial and personal profiles for the purpose of estate administration

Classification kind code

Class [041]
Educational services, namely, conducting classes, seminars and workshops relating to preparation of a financial and/or personal profile for estate planning and estate administration purposes, retirement, retirement planning, post-retirement planning, financial management and reconciliation of personal, financial, insurance, property interests and service agreements, and options for estate planning and estate administration, final wishes for personal and pet arrangements related to estate planning and estate administration

Classification kind code

Class [045]
Estate planning for seniors, namely review and assistance in completion and safekeeping of Will, Personal Directive, and Power of Attorney; Services rendered to meet the needs of seniors, namely the organization of personal identification documents and the organization of financial documents; Trustee services, namely acting as an attorney under a Power of Attorney, Agent under a Personal Directive and Executor of an estate; Preparation of financial and personal profile for estate planning and estate administration purposes; referrals to trusted advisors for lawyers, accountants, insurance agents and financial advisors for estate planning and administration

Classification kind code

Mark Details

Serial Number

2093737

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 15 on 14^th Nov 2024	Correspondence Created
Submitted for opposition 22 on 4^th Nov 2024	Search Recorded
Submitted for opposition 20 on 4^th Nov 2024	Examiner's First Report
Submitted for opposition 287 on 29^th Jun 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 22^nd Mar 2021	Filed
Submitted for opposition 1 on 22^nd Mar 2021	Created
Submitted for opposition 31 on 22^nd Mar 2021	Formalized