U.S. federal trademark · Serial No. 88073979 · Reg. No. 5693730
Financial planning; Investment management; Financial planning for retirement; Estate planning; Providing financial information; Insurance information and consultancy services; Financial wealth management services; Financial risk management; Financial consultation to businesses in the fields of business continuation, business succession, employee benefits, deferred compensation, business insurance and retirement; Providing financial information and advice regarding employee benefit plans; Insurance agency services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.