U.S. federal trademark · Serial No. 85930533 · Reg. No. 4937085
Financial services, namely, wealth management services; financial services, namely, portfolio management for retirees or those about to retire; financial retirement plan consulting services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial advice and consultancy services; financial administration of retirement plans; financial planning for retirement; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; cash and financial risk management services; financial consultancy; financial information and consultation services, namely, education funding information and consultancy; financial asset allocation and financial portfolio management; providing financial consultancy and information with respect to legal and tax issues in preparation for meetings with attorneys and accountants
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.