U.S. federal trademark · Serial No. 98066622 · Reg. No. 7440598
Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial trust planning; Funds investment; Insurance brokerage; Insurance brokerage services; Insurance agency and brokerage; Investment of funds; Life insurance brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.