U.S. federal trademark · Serial No. 99121759 · Reg. No. 8039669
Financial planning and investment advisory services; Financial advice; Financial advice and consultancy services; Investment advice; Advice relating to investments; Financial risk management; Insurance risk management; Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Financial portfolio management; Financial portfolio analysis services; Insurance consultation; Insurance information; Insurance brokerage services; Providing information about healthcare insurance plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.