U.S. federal trademark · Serial No. 99005943 · Reg. No. 7974898
Estate planning; Financial advisory services; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy services; Financial information and advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial risk assessment services; Insurance consultancy; Insurance consultation; Insurance risk management; Insurance underwriting consultation; Advice on finance during retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.