U.S. federal trademark · Serial No. 50017337
Financial wealth management services; Financial planning for retirement; Estate planning; Fiduciary services, namely, fiduciary representative services; Financial administration of retirement plans; Providing information regarding financial investment strategies; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Social security and Medicare claims administration and consulting services rendered to individuals; Financial consultancy; Financial asset management
Providing online non-downloadable videos in the field of personal finance, retirement planning, investing, estate planning, insurance, and taxation; Providing online non-downloadable news articles in the field of personal finance, retirement planning, investing, estate planning, insurance, and taxation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.