U.S. federal trademark · Serial No. 87088746 · Reg. No. 5140975
Financial advisory and consultancy services; Financial information and advisory services; Financial management; Financial planning and investment advisory services; Insurance consulting in the fields of life, health, disability, and long-term care insurance; Investment advisory services; Investment consultancy; Investment management; Investment risk assessment services; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial administration of retirement plans; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information in the field of employee financial benefit plans; Strategic financial advisory services
Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.