U.S. federal trademark · Serial No. 99635548
Financial planning for retirement; Estate planning; Financial analysis; Financial advice in the field of budgeting, establishing retirement savings accounts including 401Ks, IRA's, 403bs and pensions; Financial wealth management services; Insurance consulting in the field of life, disability and long term care insurance; Insurance agency and brokerage; Administration of employee benefit plans concerning insurance and finance; Annuity services, namely, account and investment administration; Providing information in the field of finance; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial planning consultation; Providing information in the field of personal finance; Providing information in the field of finance via a website
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.