U.S. federal trademark · Serial No. 88606895 · Reg. No. 6023778
Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Insurance and financial information and consultancy services; Life insurance brokerage; Providing financial consultation services to individuals, business owners and employees; Providing financial information services to individuals, business owners and employees; Strategic financial advisory services; Strategic corporate financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.