U.S. federal trademark · Serial No. 97386665 · Reg. No. 7074714
Advice relating to investments; Estate planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Insurance brokerage in the field of life insurance, automobile insurance, health insurance, home insurance, accident insurance, property and casualty insurance, and renter's insurance; Insurance consultancy; Insurance consultation; Investment advice; Information, advisory, consultancy and financial research services relating to finance and investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.