U.S. federal trademark · Serial No. 85556559 · Reg. No. 4380862
Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, retirement advice and 401(K) management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.