U.S. federal trademark · Serial No. 87135142 · Reg. No. 5294179
Accounting consultation; Accounting services; Bookkeeping; Income tax consultation; Income tax preparation
Financial planning and investment advisory services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial administration of employee pension plans; Financial retirement plan consulting services; Insurance consultation; Insurance information; Life insurance brokerage; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Insurance services, namely, writing property and casualty insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.