U.S. federal trademark · Serial No. 99462422
Consulting services in the field of employee benefit plans concerning insurance and finance; Administration of group insurance plans; Financial services, namely, wealth management services; Financial retirement plan consulting services; Providing information in the field of estate planning; Providing information in the field of wealth management
Business consulting, management, and planning services in the field of tax and accounting; Business assistance, advisory and consulting services in the field of human resources and payroll
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.