U.S. federal trademark · Serial No. 86698877 · Reg. No. 4940641
Consulting and information concerning insurance; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information and consultancy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.