U.S. federal trademark · Serial No. 87750216 · Reg. No. 5568936
Providing financial information accessible online through a website in the fields of financial planning and consulting services, personal finances in the nature of budget planning, insurance, investment and estate planning, retirement planning, college and education funding planning, insurance planning, business finances and entrepreneurial financial planning, risk management analysis, cash flow planning, and estate planning; providing financial planning tools in the nature of on-line financial calculators and on-line questionnaires to help users with financial planning; Providing financial information and financial advisory services; Financial planning and investment advisory services through the administration of surveys, tests and quizzes administered on-line through a website; financial services, namely, providing information on investment options available for retirement planning, including annuities and life insurance products; providing information on estate and charitable trust planning; financial investment analysis and financial research services; financial portfolio management and analysis services; providing information on portfolio planning and investment planning; providing commentary on financial markets, financial news, investment and insurance products and retirement and wealth management strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.