U.S. federal trademark · Serial No. 98545845 · Reg. No. 7766125
Estate planning; Fiduciary services, namely, fiduciary representative services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.