U.S. federal trademark · Serial No. 87537341 · Reg. No. 5401040
Tax advisory services; Tax consultation
Financial advice and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial investment brokerage services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial consultancy services in the area of healthcare; Insurance brokerage; Insurance consultancy; Financial management of employee pension plans; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing information about healthcare insurance plans; Strategic corporate financial advisory services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.