U.S. federal trademark · Serial No. 97480074 · Reg. No. 7068474
Financial planning and investment advisory services; Financial planning consultation; Insurance agency services; Insurance information and consultancy; Investment advice; Financial planning for retirement; Financial planning, namely, strategic investment advice, retirement planning, estate planning, income planning, risk tolerance advice, life insurance advice, business owner advice, long term care advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.