U.S. federal trademark · Serial No. 77126725 · Reg. No. 3434129
Investment and financial planning advisory services; wealth management services; insurance consultation and advisory services; financial planning for retirement; estate planning services; financial consultation in the field of college funding; estate conservation advisory services; debt elimination advisory services; risk management and risk management consultation services; cash management services; charitable giving advisory and consultation services; administration of employee pension and benefit plans for others; and insurance underwriting in the fields of group life, health and disability insurance
Consultation in the field of tax planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.