U.S. federal trademark · Serial No. 97309349
Financial services, namely financial planning, financial management, financial information, and other financial services focused on the integration of alternative revenue streams, including annuities and life insurance policies, with other retirement products and investments to achieve a balanced retirement portfolio, but not including general insurance services or real estate affairs services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.