U.S. federal trademark · Serial No. 78421028 · Reg. No. 2964199
Financial services, namely, providing consultation and assistance regarding-- retirement accounts and plans; transfers/rollovers to retirement accounts; personal savings accounts; life insurance; wills and estate planning; gift planning and annuities; obtaining loans for the purpose of making purchases, undertaking construction or remodeling, refinancing, or establishing a credit line; capital stewardship campaigns; investing; stewardship; ministry investment accounts; employment and internships; property and casualty insurance; establishing and funding trusts; endowments; donor advised funds; wealth management; and asset protection
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.