U.S. federal trademark · Serial No. 98147917 · Reg. No. 7950978
Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Capital investment services; Consultancy of capital investment; Financial investment brokerage; Financial portfolio management; Financial administration of retirement plans; Financial advice relating to income tax; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.