U.S. federal trademark · Serial No. 88782401 · Reg. No. 6254853
financial planning services; retirement planning services, namely, financial planning for retirement; financial advisory services; financial management services; investment advisory services; financial services in the nature of fixed income and cash flow analysis and consulting services for businesses and individuals; financial planning featuring personal debt analysis and consulting services; insurance brokerage services; insurance agency services; insurance administration services; business succession planning services; providing financial services with respect to securities and other financial instruments and products, namely, money management services; insurance services in the nature of analysis and consulting in the field of group benefits insurance; wealth management services, namely, asset allocation and risk tolerance analysis and consulting services; credit score improvement consulting services, namely, credit score repair and restoration services; loan repayment analysis and consulting services, namely, repayment strategies for student loans, home mortgage loans, automobile loans, credit cards, and revolving loans
tax planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.