U.S. federal trademark · Serial No. 90639667
Financial advice; Financial analysis; Financial consulting; Financial evaluation for insurance purposes; Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial trust planning; Investment management; Advice on finance during retirement; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Insurance risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.