U.S. federal trademark · Serial No. 77131044
Advice relating to investments; Cash management; Consumer credit consultation; Debt counseling services; Financial analysis and consultation; Financial consultation; Financial forecasting; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Insurance consultation; Investment advice; Investment advisory services; Investment consultation; Investment management; Providing information in insurance matters; Providing on-line financial calculators; Providing on-line news in the field of finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.