U.S. federal trademark · Serial No. 90685140 · Reg. No. 6712491
Estate planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Insurance agency and brokerage; Insurance brokerage; Insurance consultancy; Insurance consultation; Insurance information and consultancy; Investment advice; Financial planning for retirement; Financial planning, namely, strategic investment advice, retirement planning, estate planning, income planning, risk tolerance advice, life insurance advice, business owner advice, long term care advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.