U.S. federal trademark · Serial No. 76097068 · Reg. No. 2952018
Financial planning and financial consulting, namely planning and consulting for individuals, corporations and other entities regarding insurance, investments, benefits, estate planning, taxation, and retirement; insurance brokerage services; brokerage of insurance products, namely life insurance and annuities; investment brokerage services; brokerage of investment products, namely stocks, bonds, mutual funds and other types of investment vehicles
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.