U.S. federal trademark · Serial No. 97886110
Advice on finance during retirement; Estate planning; Financial administration of retirement plans; Financial advice; Financial analysis; Financial consulting; Financial evaluation for insurance purposes; Financial information and evaluations; Financial management; Financial planning; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Investment advisory services; Investment consultation; Investment management; Financial risk assessment services; Financial advice relating to tax; Financial asset management; Financial services, namely, wealth management services; Insurance risk management; Investment risk assessment services; Providing investors with financial information; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.