U.S. federal trademark · Serial No. 88230219
Financial services, namely, wealth management; financial planning; insurance consultation; business succession planning; financial planning in the nature of college savings planning; financial planning in the nature of employee benefits planning; financial planning; executive financial planning; financial planning services, namely, 401(k) planning in the nature of financial planning for retirement, estate planning and long term care planning; Investment advisory services; Investment brokerage; Investment consultation; Investment of funds for others; Mutual fund investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.