U.S. federal trademark · Serial No. 98423219 · Reg. No. 7599428
Estate planning; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; Financial planning for retirement; Financial planning for education savings; Financial retirement plan consulting services; Insurance information and consultancy; Investment advisory services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.