U.S. federal trademark · Serial No. 86328930 · Reg. No. 4891240
Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Insurance agencies in the field of life, disability, long term care, fixed annuities, indexed annuities; Providing financial consultation services to business owners regarding business continuity and succession issues
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.