U.S. federal trademark · Serial No. 99490687
Financial wealth management services; Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice; Insurance consultation; Insurance agencies; Insurance brokerage; Life insurance brokerage; Investment brokerage; Investment consultation; Providing insurance information in the field of life insurance, disability insurance, and long-term care insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.