U.S. federal trademark · Serial No. 87069564 · Reg. No. 5226377
Financial services, namely, investment fund transfer and transaction services; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial risk assessment services; Insurance agencies; Insurance claims processing; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance services, namely, writing property and casualty insurance; Life insurance brokerage; Providing information in insurance matters; Providing vehicle insurance rate quotes; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.