U.S. federal trademark · Serial No. 87872832 · Reg. No. 6037700
Estate planning services; financial services, namely, investment management; financial consultation services, namely, consulting by a registered investment advisor; Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; financial research services, namely, conducting research related to financial information, financial investment information, the performance of investment vehicles, and financial market data; fund investment services; capital investment services; financial planning, namely, personal financial review and consultation; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; insurance review services, namely, providing financial advisory services in the area of insurance coverage; financial planning for retirement; Insurance carrier services; insurance sales, agent, and brokerage services, namely, life insurance and long-term care insurance; insurance claims administration and processing
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