U.S. federal trademark · Serial No. 97589512 · Reg. No. 7200517
Financial planning; financial planning for retirement; financial and investment services, namely, investment advice and management; financial planning and investment advisory services; financial services, namely, wealth investment services; insurance brokerage services; investment banking services; financial planning related client services, namely, retirement planning, asset allocation and risk analysis; financial budget planning and credit risk management services; financial advisory services regarding wealth acquisition, financial literacy, credit, home ownership, and investing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.