U.S. federal trademark · Serial No. 88414519 · Reg. No. 6269197
Financial advice; Financial advice, namely, future cash flow and net worth scenario analysis, budget planning, asset allocation planning, and estate planning; Financial analyses; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial information; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial retirement plan consulting services; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; Providing investors with financial information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.