U.S. federal trademark · Serial No. 85215876 · Reg. No. 4009412
Financial management; estate planning; financial planning; financial planning in the field of charitable contributions; financial planning for retirement; financial portfolio and investment management; financial research; financial services in the nature of investment security; insurance underwriting in the field of group, individual, and voluntary benefits plans, namely, medical, dental, vision, life, disability, cancer and long term care
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.