U.S. federal trademark · Serial No. 99863458
Financial services, namely, wealth management services; Financial wealth management services; Financial retirement plan consulting services; Financial planning for retirement; Financial administration of retirement plans; Financial advice relating to retirement; Advice on finance during retirement; Individual retirement account services; Providing information in the field of wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.