U.S. federal trademark · Serial No. 97281634 · Reg. No. 7103581
Advice on finance during retirement; Advice relating to investments; Debt management consultation; Debt management services; Financial advice; Financial consultancy and insurance consultancy; Financial planning; Financial planning for retirement; Financial planning consultation; Financial services, namely, wealth management services; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Investment advice; Providing counseling and consulting in the field of healthcare insurance benefits; Providing information in the field of employee financial benefit plans; Providing student loan information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.