U.S. federal trademark · Serial No. 98493923 · Reg. No. 7668704
Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial planning; Financial planning and investment advisory services; Financial retirement plan consulting services; Insurance consultancy; Insurance information; Financial evaluation for insurance purposes; Financial planning for retirement; Individual retirement account services; Investment advice in the fields of retirement and wealth management; Providing a website featuring educational information in the field of financial planning, retirement, insurance, and wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.