U.S. federal trademark · Serial No. 78220709
Financial and insurance services, namely insurance planning, estate and retirement planning, tax planning, long-term care planning, disability planning, retirement and insurance benefits consultation, insurance consultation services, insurance agency and brokerage services; investment and retirement services, namely retirement planning and asset allocation services, brokerage services, investment services, business investment services, pension planning services, profit sharing planning and estate management and planning, education planning, consultation and administration of retirement plans, consultation and administration of annuity and deferred contribution plans; mutual fund services, namely, mutual fund investment, mutual fund distribution and mutual fund brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.