U.S. federal trademark · Serial No. 86921474 · Reg. No. 5194097
Brokerage in the field of group benefits insurance; Financial consulting; Financial planning; 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; Financial planning, namely, providing financial advice regarding executive benefit planning and strategies and corporate retirement planning and strategies; Insurance consulting in the field of life, disability, and long term care insurance; Advice relating to investments; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; all of the foregoing excluding real estate management and financial management concerning real estate
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.