U.S. federal trademark · Serial No. 85459961 · Reg. No. 4164496
Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial investment brokerage services; Financial planning; Financial planning for retirement; Financial portfolio management; Financial research and information services; Financial risk management; Financial services, namely, estate settlement services
Business planning; Business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.