U.S. federal trademark · Serial No. 98800585 · Reg. No. 7835084
Advice on finance during retirement; Estate planning; Financial advice; Financial analysis; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consulting; Financial planning; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance consultation; Investment advisory services; Investment consultation; Investment management; Providing information in the field of wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.