U.S. federal trademark · Serial No. 50095399
Financial wealth management services; Financial advisory services; Financial planning and investment advisory services; Estate planning; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial planning for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.