U.S. federal trademark · Serial No. 86258827 · Reg. No. 4796254
Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Insurance and financial information and consultancy services; Investment advisory services; Providing a web site featuring personal financial information and financial advice; Providing a web site that assists financial professionals in the management of retirement accounts; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.