U.S. federal trademark · Serial No. 87401287 · Reg. No. 5478587
Advice relating to investments; Financial advice; Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial counseling services namely, helping others build a better working relationship with their money; Financial planning consultation; Financial planning for retirement; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage services; Insurance consultation; Investment advisory services; Wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.