U.S. federal trademark · Serial No. 98419624
Debt management consultation; Financial advice; Financial advice relating to tax; Financial advice, namely, budget planning; Financial risk assessment services; Financial trust planning; Insurance agencies; Investment risk assessment services; Life insurance brokerage; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Leadership development training in the field of financial services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.