U.S. federal trademark · Serial No. 77253485 · Reg. No. 3417826
Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial loan consultation; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial risk management consultation; Financial services, namely, mortgage planning; Financial valuation of personal property and real estate; Insurance agency and brokerage; Insurance consultation; Life insurance brokerage; Mortgage procurement for others; Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.