U.S. federal trademark · Serial No. 85042301
Charitable fund raising services; Estate planning; Financial administration of retirement plans; Financial management; Financial planning; Financial planning for retirement; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Individual retirement account services; Insurance administration; Insurance agency and brokerage; Insurance consultation; Investment advisory services; Investment management; Trust management accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.