U.S. federal trademark · Serial No. 87094155
Financial services; comprehensive financial guidance; retirement planning; 401(K) rollover education and guidance; investment management; insurance planning; Banking services, credit unions; Credit union services; Wealth management, namely, financial investment brokerage services; financial planning and investment advisory services; Advice relating to investments; Financial counseling services, namely, helping others with money management; Advice relating to general money management, namely, providing budgeting tips; Advisory services, namely, providing advice related to scholastic lending and financing of loans; Insurance services, namely, title insurance claims processing; title insurance brokerage; Financial services in the nature of financial analysis and consultation; financial investment in the field of securities, stocks, bonds, mutual funds, annuities, unit investment trust; financial planning; financial services, namely, investment fund transfer and transaction services; financial information provided by electronic means; financial portfolio management; financial research; fund investment consultation; mutual funds investment; investment advice Investment brokerage; investment of funds for others; insurance services, namely, insurance brokerage in the field of liability insurance, automobile liability insurance, general liability insurance, casualty insurance, property insurance, fire insurance, life insurance, accidental death and dismemberment insurance, health insurance, accident insurance, marine insurance, medical and pre-paid health care, legal services contracts, extended warranty contracts; insurance agencies in the field of life, health, accident, fire, marine, medical and pre-paid health care, and legal services; insurance consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.