U.S. federal trademark · Serial No. 98325709
Regulatory compliance consulting in the field of employee benefit plan administration
Providing financial planning for retirement, namely, providing financial advice and financial information in the field of retirement planning; Financial consulting and advising in the field of wealth management; Financial services, namely, wealth management services; Financial services, namely, retirement plan consulting and 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.