U.S. federal trademark · Serial No. 75614206
Estate planning services, retirement planning services, financial planning services for both individuals and institutions, tax planning services, trust management services, financial products sales and services, namely stocks, bonds, certificates of deposit, individual retirement accounts, annuities, mutual funds, trust (all types), and similar financial vehicles with the exception of pension plans
Customized prerecorded audiotapes, video tapes, compact discs and digital video discs featuring family heritage, autobiographies, biographies, documentaries, genealogy or life events
Production of personalized audiotapes, video tapes, compact discs and digital video discs, educational seminars in the fields of investments, estate planning, financial planning and sales opportunities related to same
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.