U.S. federal trademark · Serial No. 97548714 · Reg. No. 7482932
financial planning; Financial services, namely, investment advising; Financial services, namely, underwriting of life, variable life, disability, and long term-care insurance; Financial services, namely, brokerage of group health insurance; Financial services, namely, mutual fund investment and brokerage; Financial services, namely, estate and fiduciary trust management; Financial services, namely, estate planning, estate and trust distribution planning, mutual fund administration and distribution
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.