U.S. federal trademark · Serial No. 90117057 · Reg. No. 6849072
Financial services, and insurance and financial information and consultancy services, namely, wealth management services; estate and legacy planning; elder care and long term care planning and coordination, namely, providing financial consultation services to elderly ; Financial advice, Financial planning, Financial planning for retirement; Insurance services, namely, underwriting, issuing and administration of annuities; Insurance brokerage, namely, insurance eligibility review and verification and consultation in the life, accident, health, long-term disability industry
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.