U.S. federal trademark · Serial No. 99106965
Financial advisory and consultancy services; Financial planning; Financial management; Financial investment brokerage services; Financial services, namely, wealth management services; Financial risk management; Financial advice, namely, budget planning; Estate planning; Financial planning for retirement; Investment advisory services; Investment management; Insurance brokerage services; Providing insurance information; Insurance consultancy; Providing information about healthcare insurance plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.