U.S. federal trademark · Serial No. 98831631
Estate planning; Insurance consultancy
Accounting services; Accounting advisory services; Business management consulting and advisory services; Business management consulting, strategic planning and business advisory services provided to wealth management advisors, brokerage general agencies, insurance producers, and insurance distribution firms; none of the foregoing services provided in the fields of marketing services, development and design of marketing campaigns to reach on-line customers, and consultation services in the fields of direct marketing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.