U.S. federal trademark · Serial No. 85838280 · Reg. No. 4460156
investment advice; investment services, namely, asset management services; estate and living trust management; administration and management of pension plans; financial services, namely, financial planning, retirement planning, college planning, charitable giving planning, and estate planning; mortgage procurement for others; mortgage banking; maintaining mortgage escrow accounts; mortgage banking services, namely, origination, acquisition, servicing, securitization, and brokerage of mortgage loans; insurance planning; financial loan consultation, loan financing, security services, namely, guaranteeing loans
newsletters in the field of business, financial, retirement, tax, banking, securities, loans, brokerage, investment, asset management, estate, living trust, and retirement planning, advice and information
on-line journals, namely, blogs featuring planning, advice and information in the fields of business, financial, retirement, tax, banking, securities, loans, brokerage, investment, asset management, estate, living trust, and retirement planning, advice and information
tax and taxation planning, advice, information and consultancy services; business advisory services, consultancy and information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.