U.S. federal trademark · Serial No. 97658916 · Reg. No. 7350707
Financial advisory and consultancy services, namely, financial planning, namely the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development related to financial planning; Financial retirement plan consulting services; Information, advisory, consultancy and financial research services relating to financial planning for finance and investments; Insurance brokerage for financial planning in the field of life insurance, disability insurance, long term care insurance, and annuities
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