U.S. federal trademark · Serial No. 50135317
Financial planning; Financial advice; Financial planning for retirement; Financial planning, namely, funding education, and planned charitable giving; Financial advice relating to tax; Financial advice relating to retirement; Investment management; Investment advisory services; Estate planning; Insurance consultancy; Insurance brokerage services; Insurance brokerage in the field of life, disability, and long-term care; Insurance brokerage in the field of group life, disability, medical, dental, and vision; Providing financial consultation services to institutional retirement plans; Investment management in the fields of institutional retirement plans; Debt counseling services; Financial wealth management services; Financial consultancy services in the area of healthcare
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.