U.S. federal trademark · Serial No. 85788319
Financial and insurance services,namely insurance planning, estate and retirement planning, tax planning, long term care planning, disibility planning, retirement and insurance benefit consultation, insurance consultation services, 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 compensation plans; mutual fund services, namely, mutual fund investments, 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.