U.S. federal trademark · Serial No. 77877480 · Reg. No. 3806978
Financial and insurance advisory services and brokerage services to owners of small and middle-market companies, namely, estate planning services; investment services in the nature of investment consulting, planning and management; insurance services in the nature of insurance consulting, planning, procurement and brokerage services, all in the field of life insurance; business succession planning; and general financial advisory services
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