U.S. federal trademark · Serial No. 87038261 · Reg. No. 5127451
Financial planning services; financial consultation featuring net worth analysis, cash flow analysis, investment planning, retirement planning, financial planning for education goals, financial goal planning, estate planning, financial planning relating to executive employee financial benefits plans and financial planning relating to managing charitable giving programs on behalf of wealthy individuals; mutual funds investment; stocks and bonds brokerage; life insurance brokerage; investment management of and distribution of annuities; health insurance underwriting of long term care disability insurance; financial retirement plan consulting services; financial consultation relating to the selection of such any of the above services
Business succession planning; business planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.