U.S. federal trademark · Serial No. 87049279 · Reg. No. 5114463
Financial planning ; Insurance and financial information and consultancy services; Investment management; Investment advisory services; Financial services, namely, wealth management services; Financial risk management; Estate planning; Financial consultation to businesses in the fields of business continuation, business succession, employee benefits, deferred compensation, business insurance and retirement; Providing financial information and advice regarding employee benefit plans; Insurance agency services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.