U.S. federal trademark · Serial No. 99429723 · Reg. No. 8321633
Financial planning; Financial planning for retirement; Financial consulting; Financial services, namely, wealth management services; Financial retirement plan consulting services; Financial wealth management services; Consulting services in the field of employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Processing, administering and managing employee benefit plans concerning insurance and finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.