U.S. federal trademark · Serial No. 97481307
Providing financial planning tools in the nature of an on-line, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions
Software as a service (SaaS) services, over computer networks and global communication networks, featuring software for providing information in the fields of finance, financial investment, money and banking, retirement financial planning, estate planning and wills, real estate, life and disability insurance; providing online business marketing technology services for financial professionals to attract prospective clients and retain existing clients, namely, software as a service (SaaS) services featuring software for use by financial professionals for purposes of acquiring new business leads, engaging with current clients and evaluating marketing campaign effectiveness
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.