U.S. federal trademark · Serial No. 75863234
Financial services, namely financial planning, insurance brokerage, investment in the field of securities, estate planning, estate trust management, financial portfolio management, financial consultation and analysis to maximize the tax and financial benefits to clients; and administration of employee benefits plans, namely 401K, defined benefit, defined contribution and non qualified retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.