U.S. federal trademark · Serial No. 87422684 · Reg. No. 5441907
Financial planning and investment advisory services; Financial retirement plan consulting services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Individual retirement account services; Investment advice in the fields of simplified employee pensions, retirement savings rollovers and transfers, lifetime income strategies, fixed and variable annuity investments, 401(k) and 403(b) retirement plans, estate planning and legacy planning, college financial planning, business succession financial planning, and long term care insurance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; all of the foregoing excluding hedge fund services and capital management services and prepaid card services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.